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 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 | Axis Small Cap | Quant Small Cap | Aditya Birla Sun Life Flexi Cap |
|---|---|---|---|
| Axis Small CapSmall Cap | itself | Axis Small Cap and Quant Small Cap share 4% of their portfolios | Axis Small Cap and Aditya Birla Sun Life Flexi Cap share 9% of their portfolios |
| Quant Small CapSmall Cap | Quant Small Cap and Axis Small Cap share 4% of their portfolios | itself | Quant Small Cap and Aditya Birla Sun Life Flexi Cap share 5% of their portfolios |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and Axis Small Cap share 9% of their portfolios | Aditya Birla Sun Life Flexi Cap and Quant Small Cap share 5% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, Axis Small Cap Fund and Aditya Birla Sun Life Flexi Cap Fund, share 9%. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what you wanted.
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 | Axis Small Cap | Quant Small Cap | Aditya Birla Sun Life Flexi Cap |
|---|---|---|---|
| Category | Small Cap | Small Cap | Flexi Cap |
| Fund house | Axis Asset Management Co. Ltd. | quant Money Managers Limited | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | 42% of 109 | 69% of 109 | 58% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.44% points | 0.84% points | 1.02% points |
| Portfolio turned over a year P1 | 63% | 75% | 50% |
| Run by P7 | not known | Ankit Pande · ≥ 2.5 yrs | Dhaval Joshi · ≥ 6 mo |
| 1-year return | 10.0% | 12.7% | 7.3% |
| 3 years p.a. | 16.2% | 18.5% | 15.0% |
| 5 years p.a. | 16.4% | 19.2% | 11.6% |
| Deepest fall (max drawdown) | −19.4% | −24.4% | −17.0% |
| Assets (AUM) | ₹27,535 Cr | ₹34,069 Cr | ₹27,401 Cr |
| Disclosed history | 5.9 yrs | 7.5 yrs | 13 yrs |
| Holdings · top ten weight | 132 · 25% | 120 · 43% | 89 · 28% |
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.