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.
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 | HSBC Value |
|---|---|---|
| Quant Multi CapMulti Cap | itself | Quant Multi Cap and HSBC Value share 7% of their portfolios |
| HSBC ValueValue | HSBC Value and Quant Multi Cap share 7% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, Quant Multi Cap Fund and HSBC Value Fund, share 7%. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what you wanted.
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 | HSBC Value |
|---|---|---|
| Category | Multi Cap | Value |
| Fund house | quant Money Managers Limited | HSBC Asset Management (India) Private Ltd. |
| Share of three-year stretches it beat its category P4 | 73% of 109 | 100% of 11 |
| Regular plan costs more than Direct by, a year P5 | 0.93% points | 1.12% points |
| Portfolio turned over a year P1 | 88% | 75% |
| Run by P7 | Ankit Pande · ≥ 2.5 yrs | Venugopal Manghat · 14 yrs |
| 1-year return | 4.9% | 2.4% |
| 3 years p.a. | 10.5% | 15.9% |
| 5 years p.a. | 11.7% | — |
| Deepest fall (max drawdown) | −25.3% | −19.6% |
| Assets (AUM) | ₹7,717 Cr | ₹15,373 Cr |
| Disclosed history | 6.9 yrs | 3.8 yrs |
| Holdings · top ten weight | 74 · 53% | 86 · 32% |
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.