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.
Overlap
share of the portfolio the two funds hold in common
| Kotak Small Cap | HDFC Small Cap | |
|---|---|---|
| Kotak Small Cap | itself | 0% |
| HDFC Small Cap | 0% | itself |
Most alike: Kotak Small Cap Fund and HDFC Small Cap Fund share 0% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | Kotak Small Cap | HDFC Small Cap |
|---|---|---|
| Category | Small Cap | Small Cap |
| Share of three-year stretches it beat its category P4 | 59% of 109 | 63% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.56% | 1.25% |
| Portfolio turned over a year P1 | not measured | 46% |
| Run by P7 | not known | not known |
| 1-year return | 6.2% | −2.6% |
| 3 years p.a. | 13.2% | 11.3% |
| 5 years p.a. | 13.0% | 14.8% |
| Deepest fall (max drawdown) | −24.7% | −22.6% |
| Assets (AUM) | ₹17,608 Cr | ₹42,162 Cr |
| Disclosed history | — | 2.4 yrs |
| Holdings · top ten weight | — · — | 87 · 35% |
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.