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 Small Cap | HDFC Flexi Cap | Nippon India Small Cap | BANDHAN Small Cap |
|---|---|---|---|---|---|
| Axis Small CapSmall Cap | itself | Axis Small Cap and DSP Small Cap share 17% of their portfolios | Axis Small Cap and HDFC Flexi Cap share 6% of their portfolios | Axis Small Cap and Nippon India Small Cap share 29% of their portfolios | Axis Small Cap and BANDHAN Small Cap share 12% of their portfolios |
| DSP Small CapSmall Cap | DSP Small Cap and Axis Small Cap share 17% of their portfolios | itself | DSP Small Cap and HDFC Flexi Cap share 1% of their portfolios | DSP Small Cap and Nippon India Small Cap share 11% of their portfolios | DSP Small Cap and BANDHAN Small Cap share 10% of their portfolios |
| HDFC Flexi CapFlexi Cap | HDFC Flexi Cap and Axis Small Cap share 6% of their portfolios | HDFC Flexi Cap and DSP Small Cap share 1% of their portfolios | itself | HDFC Flexi Cap and Nippon India Small Cap share 11% of their portfolios | HDFC Flexi Cap and BANDHAN Small Cap share 7% of their portfolios |
| Nippon India Small CapSmall Cap | Nippon India Small Cap and Axis Small Cap share 29% of their portfolios | Nippon India Small Cap and DSP Small Cap share 11% of their portfolios | Nippon India Small Cap and HDFC Flexi Cap share 11% of their portfolios | itself | Nippon India Small Cap and BANDHAN Small Cap share 16% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and Axis Small Cap share 12% of their portfolios | BANDHAN Small Cap and DSP Small Cap share 10% of their portfolios | BANDHAN Small Cap and HDFC Flexi Cap share 7% of their portfolios | BANDHAN Small Cap and Nippon India Small Cap share 16% of their portfolios | itself |
Closest pair: Axis Small Cap Fund and Nippon India Small Cap Fund share 29% 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 Small Cap | HDFC Flexi Cap | Nippon India Small Cap | BANDHAN Small Cap |
|---|---|---|---|---|---|
| Category | Small Cap | Small Cap | Flexi Cap | Small Cap | Small Cap |
| Fund house | Axis Asset Management Co. Ltd. | DSP Asset Managers Private Limited | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | Bandhan AMC Limited |
| Share of three-year stretches it beat its category P4 | 42% of 109 | 22% of 109 | 68% of 109 | 90% of 109 | 75% of 44 |
| Regular plan costs more than Direct by, a year P5 | 1.44% points | 0.92% points | 0.81% points | 1.10% points | 2.00% points |
| Portfolio turned over a year P1 | 63% | 48% | 48% | 68% | 68% |
| Run by P7 | not known | Vinit Sambre · ≥ 1.2 yrs | not known | Samir Rachh · 9.6 yrs | Kirthi Jain · ≥ 2.8 yrs |
| 1-year return | 10.0% | 17.8% | 0.7% | 8.9% | 10.4% |
| 3 years p.a. | 16.2% | 18.3% | 15.8% | 16.1% | 25.3% |
| 5 years p.a. | 16.4% | 18.1% | 16.6% | 19.0% | 20.0% |
| Deepest fall (max drawdown) | −19.4% | −24.1% | −13.3% | −24.2% | −22.8% |
| Assets (AUM) | ₹27,535 Cr | ₹21,018 Cr | ₹1.13 lakh Cr | ₹76,236 Cr | ₹31,103 Cr |
| Disclosed history | 5.9 yrs | 13 yrs | 2.4 yrs | 14 yrs | 4.3 yrs |
| Holdings · top ten weight | 132 · 25% | 86 · 39% | 86 · 44% | 257 · 16% | 265 · 30% |
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.