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 Value fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Aditya Birla Sun Life Value | HDFC Small Cap | Axis Small Cap |
|---|---|---|---|
| Aditya Birla Sun Life ValueValue | itself | Aditya Birla Sun Life Value and HDFC Small Cap share 4% of their portfolios | Aditya Birla Sun Life Value and Axis Small Cap share 15% of their portfolios |
| HDFC Small CapSmall Cap | HDFC Small Cap and Aditya Birla Sun Life Value share 4% of their portfolios | itself | HDFC Small Cap and Axis Small Cap share 11% of their portfolios |
| Axis Small CapSmall Cap | Axis Small Cap and Aditya Birla Sun Life Value share 15% of their portfolios | Axis Small Cap and HDFC Small Cap share 11% of their portfolios | itself |
Closest pair: Aditya Birla Sun Life Value Fund and Axis Small Cap Fund share 15% 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 | Aditya Birla Sun Life Value | HDFC Small Cap | Axis Small Cap |
|---|---|---|---|
| Category | Value | Small Cap | Small Cap |
| Fund house | Aditya Birla Sun Life AMC Limited | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 49% of 109 | 63% of 109 | 42% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.10% points | 1.25% points | 1.44% points |
| Portfolio turned over a year P1 | 82% | 46% | 63% |
| Run by P7 | Kunal Sangoi · ≥ 6 mo | not known | not known |
| 1-year return | 11.6% | −2.6% | 10.0% |
| 3 years p.a. | 14.9% | 11.3% | 16.2% |
| 5 years p.a. | 14.3% | 14.8% | 16.4% |
| Deepest fall (max drawdown) | −22.3% | −22.6% | −19.4% |
| Assets (AUM) | ₹6,719 Cr | ₹42,162 Cr | ₹27,535 Cr |
| Disclosed history | 8.9 yrs | 2.4 yrs | 5.9 yrs |
| Holdings · top ten weight | 70 · 32% | 87 · 35% | 132 · 25% |
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.