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.
4 of 6 chosen
Add another Large 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 | HDFC Large Cap | Aditya Birla Sun Life Large Cap | BANDHAN Small Cap | Quant Small Cap |
|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and Aditya Birla Sun Life Large Cap share 50% of their portfolios | HDFC Large Cap and BANDHAN Small Cap share 5% of their portfolios | HDFC Large Cap and Quant Small Cap share 2% of their portfolios |
| Aditya Birla Sun Life Large CapLarge Cap | Aditya Birla Sun Life Large Cap and HDFC Large Cap share 50% of their portfolios | itself | Aditya Birla Sun Life Large Cap and BANDHAN Small Cap share 7% of their portfolios | Aditya Birla Sun Life Large Cap and Quant Small Cap share 6% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and HDFC Large Cap share 5% of their portfolios | BANDHAN Small Cap and Aditya Birla Sun Life Large Cap share 7% of their portfolios | itself | BANDHAN Small Cap and Quant Small Cap share 9% of their portfolios |
| Quant Small CapSmall Cap | Quant Small Cap and HDFC Large Cap share 2% of their portfolios | Quant Small Cap and Aditya Birla Sun Life Large Cap share 6% of their portfolios | Quant Small Cap and BANDHAN Small Cap share 9% of their portfolios | itself |
Closest pair: HDFC Large Cap Fund and Aditya Birla Sun Life Large Cap Fund share 50% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | HDFC Large Cap | Aditya Birla Sun Life Large Cap | BANDHAN Small Cap | Quant Small Cap |
|---|---|---|---|---|
| Category | Large Cap | Large Cap | Small Cap | Small Cap |
| Fund house | HDFC Asset Management Company Limited | Aditya Birla Sun Life AMC Limited | Bandhan AMC Limited | quant Money Managers Limited |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 52% of 109 | 75% of 44 | 69% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 0.87% points | 2.00% points | 0.84% points |
| Portfolio turned over a year P1 | 45% | 53% | 68% | 75% |
| Run by P7 | not known | Harish Krishnan · ≥ 6 mo | Kirthi Jain · ≥ 2.8 yrs | Ankit Pande · ≥ 2.5 yrs |
| 1-year return | −3.2% | −4.2% | 10.4% | 12.7% |
| 3 years p.a. | 9.1% | 9.5% | 25.3% | 18.5% |
| 5 years p.a. | 10.6% | 8.9% | 20.0% | 19.2% |
| Deepest fall (max drawdown) | −16.4% | −16.7% | −22.8% | −24.4% |
| Assets (AUM) | ₹40,166 Cr | ₹29,521 Cr | ₹31,103 Cr | ₹34,069 Cr |
| Disclosed history | 1.8 yrs | 1.3 yrs | 4.3 yrs | 7.5 yrs |
| Holdings · top ten weight | 50 · 53% | 77 · 43% | 265 · 30% | 120 · 43% |
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.