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 | Axis Small Cap | DSP Midcap | Nippon India Growth Mid Cap | BANDHAN Small Cap | Quant Small Cap |
|---|---|---|---|---|---|
| Axis Small CapSmall Cap | itself | Axis Small Cap and DSP Midcap share 8% of their portfolios | Axis Small Cap and Nippon India Growth Mid Cap share 9% of their portfolios | Axis Small Cap and BANDHAN Small Cap share 12% of their portfolios | Axis Small Cap and Quant Small Cap share 4% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and Axis Small Cap share 8% of their portfolios | itself | DSP Midcap and Nippon India Growth Mid Cap share 36% of their portfolios | DSP Midcap and BANDHAN Small Cap share 5% of their portfolios | DSP Midcap and Quant Small Cap share 5% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and Axis Small Cap share 9% of their portfolios | Nippon India Growth Mid Cap and DSP Midcap share 36% of their portfolios | itself | Nippon India Growth Mid Cap and BANDHAN Small Cap share 10% of their portfolios | Nippon India Growth Mid Cap and Quant Small Cap share 4% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and Axis Small Cap share 12% of their portfolios | BANDHAN Small Cap and DSP Midcap share 5% of their portfolios | BANDHAN Small Cap and Nippon India Growth Mid Cap share 10% of their portfolios | itself | BANDHAN Small Cap and Quant Small Cap share 9% of their portfolios |
| Quant Small CapSmall Cap | Quant Small Cap and Axis Small Cap share 4% of their portfolios | Quant Small Cap and DSP Midcap share 5% of their portfolios | Quant Small Cap and Nippon India Growth Mid Cap share 4% of their portfolios | Quant Small Cap and BANDHAN Small Cap share 9% of their portfolios | itself |
Closest pair: DSP Midcap Fund and Nippon India Growth Mid Cap Fund share 36% 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 | Axis Small Cap | DSP Midcap | Nippon India Growth Mid Cap | BANDHAN Small Cap | Quant Small Cap |
|---|---|---|---|---|---|
| Category | Small Cap | Mid Cap | Mid Cap | Small Cap | Small Cap |
| Fund house | Axis Asset Management Co. Ltd. | DSP Asset Managers Private Limited | Nippon Life India Asset Management Limited | Bandhan AMC Limited | quant Money Managers Limited |
| Share of three-year stretches it beat its category P4 | 42% of 109 | 43% of 109 | 87% of 109 | 75% of 44 | 69% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.44% points | 1.02% points | 0.86% points | 2.00% points | 0.84% points |
| Portfolio turned over a year P1 | 63% | 56% | 52% | 68% | 75% |
| Run by P7 | not known | Vinit Sambre · ≥ 1.2 yrs | Rupesh Patel · 3.6 yrs | Kirthi Jain · ≥ 2.8 yrs | Ankit Pande · ≥ 2.5 yrs |
| 1-year return | 10.0% | 3.6% | 7.0% | 10.4% | 12.7% |
| 3 years p.a. | 16.2% | 14.6% | 18.6% | 25.3% | 18.5% |
| 5 years p.a. | 16.4% | 11.8% | 18.0% | 20.0% | 19.2% |
| Deepest fall (max drawdown) | −19.4% | −21.2% | −19.9% | −22.8% | −24.4% |
| Assets (AUM) | ₹27,535 Cr | ₹20,871 Cr | ₹48,143 Cr | ₹31,103 Cr | ₹34,069 Cr |
| Disclosed history | 5.9 yrs | 13 yrs | 14 yrs | 4.3 yrs | 7.5 yrs |
| Holdings · top ten weight | 132 · 25% | 66 · 30% | 105 · 25% | 265 · 30% | 120 · 43% |
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.