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 | Nippon India Small Cap | HDFC Mid Cap | Quant Small Cap | BANDHAN Small Cap | HSBC Small Cap |
|---|---|---|---|---|---|
| Nippon India Small CapSmall Cap | itself | Nippon India Small Cap and HDFC Mid Cap share 11% of their portfolios | Nippon India Small Cap and Quant Small Cap share 7% of their portfolios | Nippon India Small Cap and BANDHAN Small Cap share 16% of their portfolios | Nippon India Small Cap and HSBC Small Cap share 21% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Nippon India Small Cap share 11% of their portfolios | itself | HDFC Mid Cap and Quant Small Cap share 4% of their portfolios | HDFC Mid Cap and BANDHAN Small Cap share 6% of their portfolios | HDFC Mid Cap and HSBC Small Cap share 9% of their portfolios |
| Quant Small CapSmall Cap | Quant Small Cap and Nippon India Small Cap share 7% of their portfolios | Quant Small Cap and HDFC Mid Cap share 4% of their portfolios | itself | Quant Small Cap and BANDHAN Small Cap share 9% of their portfolios | Quant Small Cap and HSBC Small Cap share 7% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and Nippon India Small Cap share 16% of their portfolios | BANDHAN Small Cap and HDFC Mid Cap share 6% of their portfolios | BANDHAN Small Cap and Quant Small Cap share 9% of their portfolios | itself | BANDHAN Small Cap and HSBC Small Cap share 9% of their portfolios |
| HSBC Small CapSmall Cap | HSBC Small Cap and Nippon India Small Cap share 21% of their portfolios | HSBC Small Cap and HDFC Mid Cap share 9% of their portfolios | HSBC Small Cap and Quant Small Cap share 7% of their portfolios | HSBC Small Cap and BANDHAN Small Cap share 9% of their portfolios | itself |
Closest pair: Nippon India Small Cap Fund and HSBC Small Cap Fund share 21% 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 | Nippon India Small Cap | HDFC Mid Cap | Quant Small Cap | BANDHAN Small Cap | HSBC Small Cap |
|---|---|---|---|---|---|
| Category | Small Cap | Mid Cap | Small Cap | Small Cap | Small Cap |
| Fund house | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited | quant Money Managers Limited | Bandhan AMC Limited | HSBC Asset Management (India) Private Ltd. |
| Share of three-year stretches it beat its category P4 | 90% of 109 | 66% of 109 | 69% of 109 | 75% of 44 | 0% of 11 |
| Regular plan costs more than Direct by, a year P5 | 1.10% points | 0.92% points | 0.84% points | 2.00% points | 1.21% points |
| Portfolio turned over a year P1 | 68% | 38% | 75% | 68% | 83% |
| Run by P7 | Samir Rachh · 9.6 yrs | not known | Ankit Pande · ≥ 2.5 yrs | Kirthi Jain · ≥ 2.8 yrs | Venugopal Manghat · 6.7 yrs |
| 1-year return | 8.9% | 6.6% | 12.7% | 10.4% | 12.5% |
| 3 years p.a. | 16.1% | 17.6% | 18.5% | 25.3% | 15.6% |
| 5 years p.a. | 19.0% | 18.9% | 19.2% | 20.0% | — |
| Deepest fall (max drawdown) | −24.2% | −16.8% | −24.4% | −22.8% | −27.2% |
| Assets (AUM) | ₹76,236 Cr | ₹1.07 lakh Cr | ₹34,069 Cr | ₹31,103 Cr | ₹19,076 Cr |
| Disclosed history | 14 yrs | 10 mo | 7.5 yrs | 4.3 yrs | 3.8 yrs |
| Holdings · top ten weight | 257 · 16% | 81 · 37% | 120 · 43% | 265 · 30% | 115 · 20% |
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.