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.
5 of 6 chosen
Add another Small 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 | DSP Small Cap | Quant Small Cap | HDFC Large Cap | HSBC Small Cap | BANDHAN Small Cap |
|---|---|---|---|---|---|
| DSP Small CapSmall Cap | itself | DSP Small Cap and Quant Small Cap share 7% of their portfolios | DSP Small Cap and HDFC Large Cap share 1% of their portfolios | DSP Small Cap and HSBC Small Cap share 12% of their portfolios | DSP Small Cap and BANDHAN Small Cap share 10% of their portfolios |
| Quant Small CapSmall Cap | Quant Small Cap and DSP Small Cap share 7% of their portfolios | itself | Quant Small Cap and HDFC Large Cap share 2% of their portfolios | Quant Small Cap and HSBC Small Cap share 7% of their portfolios | Quant Small Cap and BANDHAN Small Cap share 9% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and DSP Small Cap share 1% of their portfolios | HDFC Large Cap and Quant Small Cap share 2% of their portfolios | itself | HDFC Large Cap and HSBC Small Cap share 0% of their portfolios | HDFC Large Cap and BANDHAN Small Cap share 5% of their portfolios |
| HSBC Small CapSmall Cap | HSBC Small Cap and DSP Small Cap share 12% of their portfolios | HSBC Small Cap and Quant Small Cap share 7% of their portfolios | HSBC Small Cap and HDFC Large Cap share 0% of their portfolios | itself | HSBC Small Cap and BANDHAN Small Cap share 9% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and DSP Small Cap share 10% of their portfolios | BANDHAN Small Cap and Quant Small Cap share 9% of their portfolios | BANDHAN Small Cap and HDFC Large Cap share 5% of their portfolios | BANDHAN Small Cap and HSBC Small Cap share 9% of their portfolios | itself |
Closest pair: DSP Small Cap Fund and HSBC Small Cap Fund share 12% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
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 | DSP Small Cap | Quant Small Cap | HDFC Large Cap | HSBC Small Cap | BANDHAN Small Cap |
|---|---|---|---|---|---|
| Category | Small Cap | Small Cap | Large Cap | Small Cap | Small Cap |
| Fund house | DSP Asset Managers Private Limited | quant Money Managers Limited | HDFC Asset Management Company Limited | HSBC Asset Management (India) Private Ltd. | Bandhan AMC Limited |
| Share of three-year stretches it beat its category P4 | 22% of 109 | 69% of 109 | 51% of 109 | 0% of 11 | 75% of 44 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 0.84% points | 0.70% points | 1.21% points | 2.00% points |
| Portfolio turned over a year P1 | 48% | 75% | 45% | 83% | 68% |
| Run by P7 | Vinit Sambre · ≥ 1.2 yrs | Ankit Pande · ≥ 2.5 yrs | not known | Venugopal Manghat · 6.7 yrs | Kirthi Jain · ≥ 2.8 yrs |
| 1-year return | 17.8% | 12.7% | −3.2% | 12.5% | 10.4% |
| 3 years p.a. | 18.3% | 18.5% | 9.1% | 15.6% | 25.3% |
| 5 years p.a. | 18.1% | 19.2% | 10.6% | — | 20.0% |
| Deepest fall (max drawdown) | −24.1% | −24.4% | −16.4% | −27.2% | −22.8% |
| Assets (AUM) | ₹21,018 Cr | ₹34,069 Cr | ₹40,166 Cr | ₹19,076 Cr | ₹31,103 Cr |
| Disclosed history | 13 yrs | 7.5 yrs | 1.8 yrs | 3.8 yrs | 4.3 yrs |
| Holdings · top ten weight | 86 · 39% | 120 · 43% | 50 · 53% | 115 · 20% | 265 · 30% |
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.