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.
3 of 6 chosen
Add another Mid 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 | SBI MIDCAP | DSP Small Cap | Quant Small Cap |
|---|---|---|---|
| SBI MIDCAPMid Cap | itself | SBI MIDCAP and DSP Small Cap share 1% of their portfolios | SBI MIDCAP and Quant Small Cap share 1% of their portfolios |
| DSP Small CapSmall Cap | DSP Small Cap and SBI MIDCAP share 1% of their portfolios | itself | DSP Small Cap and Quant Small Cap share 7% of their portfolios |
| Quant Small CapSmall Cap | Quant Small Cap and SBI MIDCAP share 1% of their portfolios | Quant Small Cap and DSP Small Cap share 7% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, DSP Small Cap Fund and Quant 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.
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 | SBI MIDCAP | DSP Small Cap | Quant Small Cap |
|---|---|---|---|
| Category | Mid Cap | Small Cap | Small Cap |
| Fund house | SBI Funds Management Limited | DSP Asset Managers Private Limited | quant Money Managers Limited |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 22% of 109 | 69% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 0.92% points | 0.84% points |
| Portfolio turned over a year P1 | 80% | 48% | 75% |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | Vinit Sambre · ≥ 1.2 yrs | Ankit Pande · ≥ 2.5 yrs |
| 1-year return | 3.8% | 17.8% | 12.7% |
| 3 years p.a. | 11.0% | 18.3% | 18.5% |
| 5 years p.a. | 13.5% | 18.1% | 19.2% |
| Deepest fall (max drawdown) | −17.9% | −24.1% | −24.4% |
| Assets (AUM) | ₹24,349 Cr | ₹21,018 Cr | ₹34,069 Cr |
| Disclosed history | 5.8 yrs | 13 yrs | 7.5 yrs |
| Holdings · top ten weight | 64 · 28% | 86 · 39% | 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.