Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.
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 | SBI MIDCAP | HDFC Mid Cap | BANDHAN Small Cap | Nippon India Small Cap |
|---|---|---|---|---|---|
| DSP Small CapSmall Cap | itself | DSP Small Cap and SBI MIDCAP share 1% of their portfolios | DSP Small Cap and HDFC Mid Cap share 6% of their portfolios | DSP Small Cap and BANDHAN Small Cap share 10% of their portfolios | DSP Small Cap and Nippon India Small Cap share 11% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and DSP Small Cap share 1% of their portfolios | itself | SBI MIDCAP and HDFC Mid Cap share 13% of their portfolios | SBI MIDCAP and BANDHAN Small Cap share 2% of their portfolios | SBI MIDCAP and Nippon India Small Cap share 6% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and DSP Small Cap share 6% of their portfolios | HDFC Mid Cap and SBI MIDCAP share 13% of their portfolios | itself | HDFC Mid Cap and BANDHAN Small Cap share 6% of their portfolios | HDFC Mid Cap and Nippon India Small Cap share 11% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and DSP Small Cap share 10% of their portfolios | BANDHAN Small Cap and SBI MIDCAP share 2% of their portfolios | BANDHAN Small Cap and HDFC Mid Cap share 6% of their portfolios | itself | BANDHAN Small Cap and Nippon India Small Cap share 16% of their portfolios |
| Nippon India Small CapSmall Cap | Nippon India Small Cap and DSP Small Cap share 11% of their portfolios | Nippon India Small Cap and SBI MIDCAP share 6% of their portfolios | Nippon India Small Cap and HDFC Mid Cap share 11% of their portfolios | Nippon India Small Cap and BANDHAN Small Cap share 16% of their portfolios | itself |
Closest pair: BANDHAN Small Cap Fund and Nippon India Small Cap Fund share 16% 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 | SBI MIDCAP | HDFC Mid Cap | BANDHAN Small Cap | Nippon India Small Cap |
|---|---|---|---|---|---|
| Category | Small Cap | Mid Cap | Mid Cap | Small Cap | Small Cap |
| Fund house | DSP Asset Managers Private Limited | SBI Funds Management Limited | HDFC Asset Management Company Limited | Bandhan AMC Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 22% of 109 | 38% of 109 | 66% of 109 | 75% of 44 | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 1.09% points | 0.92% points | 2.00% points | 1.10% points |
| Portfolio turned over a year P1 | 48% | 80% | 38% | 68% | 68% |
| Run by P7 | Vinit Sambre · ≥ 1.2 yrs | Bhavin Vithlani · ≥ 3 mo | not known | Kirthi Jain · ≥ 2.8 yrs | Samir Rachh · 9.6 yrs |
| 1-year return | 17.8% | 3.8% | 6.6% | 10.4% | 8.9% |
| 3 years p.a. | 18.3% | 11.0% | 17.6% | 25.3% | 16.1% |
| 5 years p.a. | 18.1% | 13.5% | 18.9% | 20.0% | 19.0% |
| Deepest fall (max drawdown) | −24.1% | −17.9% | −16.8% | −22.8% | −24.2% |
| Assets (AUM) | ₹21,018 Cr | ₹24,349 Cr | ₹1.07 lakh Cr | ₹31,103 Cr | ₹76,236 Cr |
| Disclosed history | 13 yrs | 5.8 yrs | 10 mo | 4.3 yrs | 14 yrs |
| Holdings · top ten weight | 86 · 39% | 64 · 28% | 81 · 37% | 265 · 30% | 257 · 16% |
Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.