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 | Kotak Mid Cap | Quant Small Cap | DSP Small Cap |
|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Large Cap and Quant Small Cap share 2% of their portfolios | HDFC Large Cap and DSP Small Cap share 1% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and HDFC Large Cap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and Quant Small Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and DSP Small Cap: no portfolio disclosed for Kotak Mid Cap |
| Quant Small CapSmall Cap | Quant Small Cap and HDFC Large Cap share 2% of their portfolios | Quant Small Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | Quant Small Cap and DSP Small Cap share 7% of their portfolios |
| DSP Small CapSmall Cap | DSP Small Cap and HDFC Large Cap share 1% of their portfolios | DSP Small Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | DSP Small Cap and Quant Small Cap share 7% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, Quant Small Cap Fund and DSP Small Cap 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.
Kotak Mid Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, 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 | HDFC Large Cap | Kotak Mid Cap | Quant Small Cap | DSP Small Cap |
|---|---|---|---|---|
| Category | Large Cap | Mid Cap | Small Cap | Small Cap |
| Fund house | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | quant Money Managers Limited | DSP Asset Managers Private Limited |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 83% of 109 | 69% of 109 | 22% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 1.44% points | 0.84% points | 0.92% points |
| Portfolio turned over a year P1 | 45% | not measured | 75% | 48% |
| Run by P7 | not known | not known | Ankit Pande · ≥ 2.5 yrs | Vinit Sambre · ≥ 1.2 yrs |
| 1-year return | −3.2% | 4.8% | 12.7% | 17.8% |
| 3 years p.a. | 9.1% | 18.1% | 18.5% | 18.3% |
| 5 years p.a. | 10.6% | 16.8% | 19.2% | 18.1% |
| Deepest fall (max drawdown) | −16.4% | −20.9% | −24.4% | −24.1% |
| Assets (AUM) | ₹40,166 Cr | ₹64,136 Cr | ₹34,069 Cr | ₹21,018 Cr |
| Disclosed history | 1.8 yrs | — | 7.5 yrs | 13 yrs |
| Holdings · top ten weight | 50 · 53% | none disclosed | 120 · 43% | 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.