Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
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 | Mirae Asset Large Cap | HDFC Large Cap | SBI SMALL CAP | DSP Small Cap |
|---|---|---|---|---|---|
| Quant Small CapSmall Cap | itself | Quant Small Cap and Mirae Asset Large Cap share 3% of their portfolios | Quant Small Cap and HDFC Large Cap share 2% of their portfolios | Quant Small Cap and SBI SMALL CAP share 3% of their portfolios | Quant Small Cap and DSP Small Cap share 7% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Quant Small Cap share 3% of their portfolios | itself | Mirae Asset Large Cap and HDFC Large Cap share 49% of their portfolios | Mirae Asset Large Cap and SBI SMALL CAP share 1% of their portfolios | Mirae Asset Large Cap and DSP Small Cap share 2% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Quant Small Cap share 2% of their portfolios | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios | itself | HDFC Large Cap and SBI SMALL CAP share 0% of their portfolios | HDFC Large Cap and DSP Small Cap share 1% of their portfolios |
| SBI SMALL CAPSmall Cap | SBI SMALL CAP and Quant Small Cap share 3% of their portfolios | SBI SMALL CAP and Mirae Asset Large Cap share 1% of their portfolios | SBI SMALL CAP and HDFC Large Cap share 0% of their portfolios | itself | SBI 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 Mirae Asset Large Cap share 2% of their portfolios | DSP Small Cap and HDFC Large Cap share 1% of their portfolios | DSP Small Cap and SBI SMALL CAP share 10% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and HDFC Large Cap Fund share 49% 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 | Mirae Asset Large Cap | HDFC Large Cap | SBI SMALL CAP | DSP Small Cap |
|---|---|---|---|---|---|
| Category | Small Cap | Large Cap | Large Cap | Small Cap | Small Cap |
| Fund house | quant Money Managers Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | HDFC Asset Management Company Limited | SBI Funds Management Limited | DSP Asset Managers Private Limited |
| Share of three-year stretches it beat its category P4 | 69% of 109 | 64% of 109 | 51% of 109 | 49% of 109 | 22% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.84% points | 1.06% points | 0.70% points | 1.31% points | 0.92% points |
| Portfolio turned over a year P1 | 75% | 53% | 45% | 54% | 48% |
| Run by P7 | Ankit Pande · ≥ 2.5 yrs | Gaurav Misra · 7.7 yrs | not known | R Srinivasan · ≥ 3 mo | Vinit Sambre · ≥ 1.2 yrs |
| 1-year return | 12.7% | −3.3% | −3.2% | 6.6% | 17.8% |
| 3 years p.a. | 18.5% | 8.6% | 9.1% | 12.3% | 18.3% |
| 5 years p.a. | 19.2% | 7.8% | 10.6% | 14.2% | 18.1% |
| Deepest fall (max drawdown) | −24.4% | −15.8% | −16.4% | −22.4% | −24.1% |
| Assets (AUM) | ₹34,069 Cr | ₹38,599 Cr | ₹40,166 Cr | ₹39,942 Cr | ₹21,018 Cr |
| Disclosed history | 7.5 yrs | 5.1 yrs | 1.8 yrs | 5.8 yrs | 13 yrs |
| Holdings · top ten weight | 120 · 43% | 76 · 48% | 50 · 53% | 73 · 37% | 86 · 39% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.