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.
5 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 | SBI MIDCAP | SBI Large Cap | Axis Small Cap | DSP Small Cap |
|---|---|---|---|---|---|
| Quant Small CapSmall Cap | itself | Quant Small Cap and SBI MIDCAP share 1% of their portfolios | Quant Small Cap and SBI Large Cap share 6% of their portfolios | Quant Small Cap and Axis Small Cap share 4% of their portfolios | Quant Small Cap and DSP Small Cap share 7% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Quant Small Cap share 1% of their portfolios | itself | SBI MIDCAP and SBI Large Cap share 12% of their portfolios | SBI MIDCAP and Axis Small Cap share 4% of their portfolios | SBI MIDCAP and DSP Small Cap share 1% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and Quant Small Cap share 6% of their portfolios | SBI Large Cap and SBI MIDCAP share 12% of their portfolios | itself | SBI Large Cap and Axis Small Cap share 2% of their portfolios | SBI Large Cap and DSP Small Cap share 1% of their portfolios |
| Axis Small CapSmall Cap | Axis Small Cap and Quant Small Cap share 4% of their portfolios | Axis Small Cap and SBI MIDCAP share 4% of their portfolios | Axis Small Cap and SBI Large Cap share 2% of their portfolios | itself | Axis Small Cap and DSP Small Cap share 17% of their portfolios |
| DSP Small CapSmall Cap | DSP Small Cap and Quant Small Cap share 7% of their portfolios | DSP Small Cap and SBI MIDCAP share 1% of their portfolios | DSP Small Cap and SBI Large Cap share 1% of their portfolios | DSP Small Cap and Axis Small Cap share 17% of their portfolios | itself |
Closest pair: Axis Small Cap Fund and DSP Small Cap Fund share 17% 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 | SBI MIDCAP | SBI Large Cap | Axis Small Cap | DSP Small Cap |
|---|---|---|---|---|---|
| Category | Small Cap | Mid Cap | Large Cap | Small Cap | Small Cap |
| Fund house | quant Money Managers Limited | SBI Funds Management Limited | SBI Funds Management Limited | Axis Asset Management Co. Ltd. | DSP Asset Managers Private Limited |
| Share of three-year stretches it beat its category P4 | 69% of 109 | 38% of 109 | 45% of 109 | 42% of 109 | 22% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.84% points | 1.09% points | 0.93% points | 1.44% points | 0.92% points |
| Portfolio turned over a year P1 | 75% | 80% | 59% | 63% | 48% |
| Run by P7 | Ankit Pande · ≥ 2.5 yrs | Bhavin Vithlani · ≥ 3 mo | Saurabh Pant · ≥ 3 mo | not known | Vinit Sambre · ≥ 1.2 yrs |
| 1-year return | 12.7% | 3.8% | −1.6% | 10.0% | 17.8% |
| 3 years p.a. | 18.5% | 11.0% | 9.2% | 16.2% | 18.3% |
| 5 years p.a. | 19.2% | 13.5% | 9.0% | 16.4% | 18.1% |
| Deepest fall (max drawdown) | −24.4% | −17.9% | −15.4% | −19.4% | −24.1% |
| Assets (AUM) | ₹34,069 Cr | ₹24,349 Cr | ₹55,417 Cr | ₹27,535 Cr | ₹21,018 Cr |
| Disclosed history | 7.5 yrs | 5.8 yrs | 5.8 yrs | 5.9 yrs | 13 yrs |
| Holdings · top ten weight | 120 · 43% | 64 · 28% | 57 · 47% | 132 · 25% | 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.