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.
4 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 | Mirae Asset Midcap | SBI MIDCAP | Quant Small Cap |
|---|---|---|---|---|
| Nippon India Small CapSmall Cap | itself | Nippon India Small Cap and Mirae Asset Midcap share 10% of their portfolios | Nippon India Small Cap and SBI MIDCAP share 6% of their portfolios | Nippon India Small Cap and Quant Small Cap share 7% of their portfolios |
| Mirae Asset MidcapMid Cap | Mirae Asset Midcap and Nippon India Small Cap share 10% of their portfolios | itself | Mirae Asset Midcap and SBI MIDCAP share 22% of their portfolios | Mirae Asset Midcap and Quant Small Cap share 0% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Nippon India Small Cap share 6% of their portfolios | SBI MIDCAP and Mirae Asset Midcap share 22% of their portfolios | itself | SBI MIDCAP and Quant Small Cap share 1% of their portfolios |
| Quant Small CapSmall Cap | Quant Small Cap and Nippon India Small Cap share 7% of their portfolios | Quant Small Cap and Mirae Asset Midcap share 0% of their portfolios | Quant Small Cap and SBI MIDCAP share 1% of their portfolios | itself |
Closest pair: Mirae Asset Midcap Fund and SBI MIDCAP FUND share 22% 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 | Mirae Asset Midcap | SBI MIDCAP | Quant Small Cap |
|---|---|---|---|---|
| Category | Small Cap | Mid Cap | Mid Cap | Small Cap |
| Fund house | Nippon Life India Asset Management Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | SBI Funds Management Limited | quant Money Managers Limited |
| Share of three-year stretches it beat its category P4 | 90% of 109 | 41% of 51 | 38% of 109 | 69% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.10% points | 1.55% points | 1.09% points | 0.84% points |
| Portfolio turned over a year P1 | 68% | 89% | 80% | 75% |
| Run by P7 | Samir Rachh · 9.6 yrs | Ankit Jain · 7.2 yrs | Bhavin Vithlani · ≥ 3 mo | Ankit Pande · ≥ 2.5 yrs |
| 1-year return | 8.9% | 9.1% | 3.8% | 12.7% |
| 3 years p.a. | 16.1% | 16.4% | 11.0% | 18.5% |
| 5 years p.a. | 19.0% | 15.8% | 13.5% | 19.2% |
| Deepest fall (max drawdown) | −24.2% | −22.5% | −17.9% | −24.4% |
| Assets (AUM) | ₹76,236 Cr | ₹20,000 Cr | ₹24,349 Cr | ₹34,069 Cr |
| Disclosed history | 14 yrs | 5.1 yrs | 5.8 yrs | 7.5 yrs |
| Holdings · top ten weight | 257 · 16% | 68 · 32% | 64 · 28% | 120 · 43% |
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.