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 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 | HDFC Mid Cap | SBI SMALL CAP |
|---|---|---|
| HDFC Mid CapMid Cap | itself | HDFC Mid Cap and SBI SMALL CAP share 3% of their portfolios |
| SBI SMALL CAPSmall Cap | SBI SMALL CAP and HDFC Mid Cap share 3% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, HDFC Mid Cap Fund and SBI SMALL CAP FUND, share 3%. 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 | HDFC Mid Cap | SBI SMALL CAP |
|---|---|---|
| Category | Mid Cap | Small Cap |
| Fund house | HDFC Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 66% of 109 | 49% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 1.31% points |
| Portfolio turned over a year P1 | 38% | 54% |
| Run by P7 | not known | R Srinivasan · ≥ 3 mo |
| 1-year return | 6.6% | 6.6% |
| 3 years p.a. | 17.6% | 12.3% |
| 5 years p.a. | 18.9% | 14.2% |
| Deepest fall (max drawdown) | −16.8% | −22.4% |
| Assets (AUM) | ₹1.07 lakh Cr | ₹39,942 Cr |
| Disclosed history | 10 mo | 5.8 yrs |
| Holdings · top ten weight | 81 · 37% | 73 · 37% |
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.