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 Large Cap | HDFC Small Cap | HSBC Small Cap |
|---|---|---|---|---|---|
| Axis Small CapSmall Cap | itself | Axis Small Cap and DSP Small Cap share 17% of their portfolios | Axis Small Cap and HDFC Large Cap share 5% of their portfolios | Axis Small Cap and HDFC Small Cap share 11% of their portfolios | Axis Small Cap and HSBC Small Cap share 28% 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 Large Cap share 1% of their portfolios | DSP Small Cap and HDFC Small Cap share 11% of their portfolios | DSP Small Cap and HSBC Small Cap share 12% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Axis Small Cap share 5% of their portfolios | HDFC Large Cap and DSP Small Cap share 1% of their portfolios | itself | HDFC Large Cap and HDFC Small Cap share 1% of their portfolios | HDFC Large Cap and HSBC Small Cap share 0% of their portfolios |
| HDFC Small CapSmall Cap | HDFC Small Cap and Axis Small Cap share 11% of their portfolios | HDFC Small Cap and DSP Small Cap share 11% of their portfolios | HDFC Small Cap and HDFC Large Cap share 1% of their portfolios | itself | HDFC Small Cap and HSBC Small Cap share 11% of their portfolios |
| HSBC Small CapSmall Cap | HSBC Small Cap and Axis Small Cap share 28% of their portfolios | HSBC Small Cap and DSP Small Cap share 12% of their portfolios | HSBC Small Cap and HDFC Large Cap share 0% of their portfolios | HSBC Small Cap and HDFC Small Cap share 11% of their portfolios | itself |
Closest pair: Axis Small Cap Fund and HSBC Small Cap Fund share 28% 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 Large Cap | HDFC Small Cap | HSBC Small Cap |
|---|---|---|---|---|---|
| Category | Small Cap | Small Cap | Large Cap | Small Cap | Small Cap |
| Fund house | Axis Asset Management Co. Ltd. | DSP Asset Managers Private Limited | HDFC Asset Management Company Limited | HDFC Asset Management Company Limited | HSBC Asset Management (India) Private Ltd. |
| Share of three-year stretches it beat its category P4 | 42% of 109 | 22% of 109 | 51% of 109 | 63% of 109 | 0% of 11 |
| Regular plan costs more than Direct by, a year P5 | 1.44% points | 0.92% points | 0.70% points | 1.25% points | 1.21% points |
| Portfolio turned over a year P1 | 63% | 48% | 45% | 46% | 83% |
| Run by P7 | not known | Vinit Sambre · ≥ 1.2 yrs | not known | not known | Venugopal Manghat · 6.7 yrs |
| 1-year return | 10.0% | 17.8% | −3.2% | −2.6% | 12.5% |
| 3 years p.a. | 16.2% | 18.3% | 9.1% | 11.3% | 15.6% |
| 5 years p.a. | 16.4% | 18.1% | 10.6% | 14.8% | — |
| Deepest fall (max drawdown) | −19.4% | −24.1% | −16.4% | −22.6% | −27.2% |
| Assets (AUM) | ₹27,535 Cr | ₹21,018 Cr | ₹40,166 Cr | ₹42,162 Cr | ₹19,076 Cr |
| Disclosed history | 5.9 yrs | 13 yrs | 1.8 yrs | 2.4 yrs | 3.8 yrs |
| Holdings · top ten weight | 132 · 25% | 86 · 39% | 50 · 53% | 87 · 35% | 115 · 20% |
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.