Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.
6 of 6 chosen
Add another Small Cap fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Quant Small Cap | HDFC Large Cap | DSP Midcap | Axis Midcap | BANDHAN Small Cap | DSP Small Cap |
|---|---|---|---|---|---|---|
| Quant Small CapSmall Cap | itself | Quant Small Cap and HDFC Large Cap share 2% of their portfolios | Quant Small Cap and DSP Midcap share 5% of their portfolios | Quant Small Cap and Axis Midcap share 6% of their portfolios | Quant Small Cap and BANDHAN Small Cap share 9% of their portfolios | Quant Small Cap and DSP Small Cap share 7% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Quant Small Cap share 2% of their portfolios | itself | HDFC Large Cap and DSP Midcap share 11% of their portfolios | HDFC Large Cap and Axis Midcap share 10% of their portfolios | HDFC Large Cap and BANDHAN Small Cap share 5% of their portfolios | HDFC Large Cap and DSP Small Cap share 1% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and Quant Small Cap share 5% of their portfolios | DSP Midcap and HDFC Large Cap share 11% of their portfolios | itself | DSP Midcap and Axis Midcap share 43% of their portfolios | DSP Midcap and BANDHAN Small Cap share 5% of their portfolios | DSP Midcap and DSP Small Cap share 12% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Quant Small Cap share 6% of their portfolios | Axis Midcap and HDFC Large Cap share 10% of their portfolios | Axis Midcap and DSP Midcap share 43% of their portfolios | itself | Axis Midcap and BANDHAN Small Cap share 5% of their portfolios | Axis Midcap and DSP Small Cap share 5% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and Quant Small Cap share 9% of their portfolios | BANDHAN Small Cap and HDFC Large Cap share 5% of their portfolios | BANDHAN Small Cap and DSP Midcap share 5% of their portfolios | BANDHAN Small Cap and Axis Midcap share 5% of their portfolios | itself | BANDHAN Small Cap and DSP Small Cap share 10% of their portfolios |
| DSP Small CapSmall Cap | DSP Small Cap and Quant Small Cap share 7% of their portfolios | DSP Small Cap and HDFC Large Cap share 1% of their portfolios | DSP Small Cap and DSP Midcap share 12% of their portfolios | DSP Small Cap and Axis Midcap share 5% of their portfolios | DSP Small Cap and BANDHAN Small Cap share 10% of their portfolios | itself |
Closest pair: DSP Midcap Fund and Axis Midcap Fund share 43% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
Read a cell as: of everything the two funds hold, this much is the same holding at the same weight. It is symmetric — the pair above the diagonal and the pair below it are one number shown twice. A pair at 0% holds nothing in common, which is a real answer, and often the useful one.
Side by side
record, cost, returns, drawdown, size
| Measure | Quant Small Cap | HDFC Large Cap | DSP Midcap | Axis Midcap | BANDHAN Small Cap | DSP Small Cap |
|---|---|---|---|---|---|---|
| Category | Small Cap | Large Cap | Mid Cap | Mid Cap | Small Cap | Small Cap |
| Fund house | quant Money Managers Limited | HDFC Asset Management Company Limited | DSP Asset Managers Private Limited | Axis Asset Management Co. Ltd. | Bandhan AMC Limited | DSP Asset Managers Private Limited |
| Share of three-year stretches it beat its category P4 | 69% of 109 | 51% of 109 | 43% of 109 | 44% of 109 | 75% of 44 | 22% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.84% points | 0.70% points | 1.02% points | 1.36% points | 2.00% points | 0.92% points |
| Portfolio turned over a year P1 | 75% | 45% | 56% | 80% | 68% | 48% |
| Run by P7 | Ankit Pande · ≥ 2.5 yrs | not known | Vinit Sambre · ≥ 1.2 yrs | not known | Kirthi Jain · ≥ 2.8 yrs | Vinit Sambre · ≥ 1.2 yrs |
| 1-year return | 12.7% | −3.2% | 3.6% | 6.9% | 10.4% | 17.8% |
| 3 years p.a. | 18.5% | 9.1% | 14.6% | 17.1% | 25.3% | 18.3% |
| 5 years p.a. | 19.2% | 10.6% | 11.8% | 13.5% | 20.0% | 18.1% |
| Deepest fall (max drawdown) | −24.4% | −16.4% | −21.2% | −19.5% | −22.8% | −24.1% |
| Assets (AUM) | ₹34,069 Cr | ₹40,166 Cr | ₹20,871 Cr | ₹32,454 Cr | ₹31,103 Cr | ₹21,018 Cr |
| Disclosed history | 7.5 yrs | 1.8 yrs | 13 yrs | 5.9 yrs | 4.3 yrs | 13 yrs |
| Holdings · top ten weight | 120 · 43% | 50 · 53% | 66 · 30% | 91 · 30% | 265 · 30% | 86 · 39% |
Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.