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 Multi 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 Multi Cap | DSP Midcap | Axis Midcap | SBI MultiCap | Axis Multicap |
|---|---|---|---|---|---|
| Quant Multi CapMulti Cap | itself | Quant Multi Cap and DSP Midcap share 5% of their portfolios | Quant Multi Cap and Axis Midcap share 6% of their portfolios | Quant Multi Cap and SBI MultiCap share 13% of their portfolios | Quant Multi Cap and Axis Multicap share 10% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and Quant Multi Cap share 5% of their portfolios | itself | DSP Midcap and Axis Midcap share 43% of their portfolios | DSP Midcap and SBI MultiCap share 11% of their portfolios | DSP Midcap and Axis Multicap share 24% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Quant Multi Cap share 6% of their portfolios | Axis Midcap and DSP Midcap share 43% of their portfolios | itself | Axis Midcap and SBI MultiCap share 20% of their portfolios | Axis Midcap and Axis Multicap share 41% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and Quant Multi Cap share 13% of their portfolios | SBI MultiCap and DSP Midcap share 11% of their portfolios | SBI MultiCap and Axis Midcap share 20% of their portfolios | itself | SBI MultiCap and Axis Multicap share 24% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and Quant Multi Cap share 10% of their portfolios | Axis Multicap and DSP Midcap share 24% of their portfolios | Axis Multicap and Axis Midcap share 41% of their portfolios | Axis Multicap and SBI MultiCap share 24% 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 Multi Cap | DSP Midcap | Axis Midcap | SBI MultiCap | Axis Multicap |
|---|---|---|---|---|---|
| Category | Multi Cap | Mid Cap | Mid Cap | Multi Cap | Multi Cap |
| Fund house | quant Money Managers Limited | DSP Asset Managers Private Limited | Axis Asset Management Co. Ltd. | SBI Funds Management Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 73% of 109 | 43% of 109 | 44% of 109 | 0% of 19 | 100% of 22 |
| Regular plan costs more than Direct by, a year P5 | 0.93% points | 1.02% points | 1.36% points | 1.00% points | 1.45% points |
| Portfolio turned over a year P1 | 88% | 56% | 80% | 85% | 96% |
| Run by P7 | Ankit Pande · ≥ 2.5 yrs | Vinit Sambre · ≥ 1.2 yrs | not known | Bectors Food · ≥ 3 mo | not known |
| 1-year return | 4.9% | 3.6% | 6.9% | −0.6% | 9.8% |
| 3 years p.a. | 10.5% | 14.6% | 17.1% | 13.3% | 20.0% |
| 5 years p.a. | 11.7% | 11.8% | 13.5% | — | — |
| Deepest fall (max drawdown) | −25.3% | −21.2% | −19.5% | −15.1% | −18.1% |
| Assets (AUM) | ₹7,717 Cr | ₹20,871 Cr | ₹32,454 Cr | ₹24,138 Cr | ₹9,775 Cr |
| Disclosed history | 6.9 yrs | 13 yrs | 5.9 yrs | 3.7 yrs | 5.2 yrs |
| Holdings · top ten weight | 74 · 53% | 66 · 30% | 91 · 30% | 72 · 30% | 114 · 23% |
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.