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 Mid 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 | Nippon India Growth Mid Cap | BANDHAN Small Cap | HDFC Small Cap | SBI Large Cap | Kotak Mid Cap |
|---|---|---|---|---|---|
| Nippon India Growth Mid CapMid Cap | itself | Nippon India Growth Mid Cap and BANDHAN Small Cap share 10% of their portfolios | Nippon India Growth Mid Cap and HDFC Small Cap share 6% of their portfolios | Nippon India Growth Mid Cap and SBI Large Cap share 13% of their portfolios | Nippon India Growth Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and Nippon India Growth Mid Cap share 10% of their portfolios | itself | BANDHAN Small Cap and HDFC Small Cap share 6% of their portfolios | BANDHAN Small Cap and SBI Large Cap share 5% of their portfolios | BANDHAN Small Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| HDFC Small CapSmall Cap | HDFC Small Cap and Nippon India Growth Mid Cap share 6% of their portfolios | HDFC Small Cap and BANDHAN Small Cap share 6% of their portfolios | itself | HDFC Small Cap and SBI Large Cap share 1% of their portfolios | HDFC Small Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| SBI Large CapLarge Cap | SBI Large Cap and Nippon India Growth Mid Cap share 13% of their portfolios | SBI Large Cap and BANDHAN Small Cap share 5% of their portfolios | SBI Large Cap and HDFC Small Cap share 1% of their portfolios | itself | SBI Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Kotak Mid CapMid Cap | Kotak Mid Cap and Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and BANDHAN Small Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and HDFC Small Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and SBI Large Cap: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: Nippon India Growth Mid Cap Fund and SBI Large Cap Fund share 13% 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.
Kotak Mid Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, not a finding about the fund.
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 | Nippon India Growth Mid Cap | BANDHAN Small Cap | HDFC Small Cap | SBI Large Cap | Kotak Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Small Cap | Small Cap | Large Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | Bandhan AMC Limited | HDFC Asset Management Company Limited | SBI Funds Management Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 75% of 44 | 63% of 109 | 45% of 109 | 83% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 2.00% points | 1.25% points | 0.93% points | 1.44% points |
| Portfolio turned over a year P1 | 52% | 68% | 46% | 59% | not measured |
| Run by P7 | Rupesh Patel · 3.6 yrs | Kirthi Jain · ≥ 2.8 yrs | not known | Saurabh Pant · ≥ 3 mo | not known |
| 1-year return | 7.0% | 10.4% | −2.6% | −1.6% | 4.8% |
| 3 years p.a. | 18.6% | 25.3% | 11.3% | 9.2% | 18.1% |
| 5 years p.a. | 18.0% | 20.0% | 14.8% | 9.0% | 16.8% |
| Deepest fall (max drawdown) | −19.9% | −22.8% | −22.6% | −15.4% | −20.9% |
| Assets (AUM) | ₹48,143 Cr | ₹31,103 Cr | ₹42,162 Cr | ₹55,417 Cr | ₹64,136 Cr |
| Disclosed history | 14 yrs | 4.3 yrs | 2.4 yrs | 5.8 yrs | — |
| Holdings · top ten weight | 105 · 25% | 265 · 30% | 87 · 35% | 57 · 47% | none disclosed |
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.