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.
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 | SBI SMALL CAP | Aditya Birla Sun Life Large Cap | SBI Large Cap | BANDHAN Small Cap |
|---|---|---|---|---|
| SBI SMALL CAPSmall Cap | itself | SBI SMALL CAP and Aditya Birla Sun Life Large Cap share 1% of their portfolios | SBI SMALL CAP and SBI Large Cap share 0% of their portfolios | SBI SMALL CAP and BANDHAN Small Cap share 4% of their portfolios |
| Aditya Birla Sun Life Large CapLarge Cap | Aditya Birla Sun Life Large Cap and SBI SMALL CAP share 1% of their portfolios | itself | Aditya Birla Sun Life Large Cap and SBI Large Cap share 53% of their portfolios | Aditya Birla Sun Life Large Cap and BANDHAN Small Cap share 7% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and SBI SMALL CAP share 0% of their portfolios | SBI Large Cap and Aditya Birla Sun Life Large Cap share 53% of their portfolios | itself | SBI Large Cap and BANDHAN Small Cap share 5% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and SBI SMALL CAP share 4% of their portfolios | BANDHAN Small Cap and Aditya Birla Sun Life Large Cap share 7% of their portfolios | BANDHAN Small Cap and SBI Large Cap share 5% of their portfolios | itself |
Closest pair: Aditya Birla Sun Life Large Cap Fund and SBI Large Cap Fund share 53% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | SBI SMALL CAP | Aditya Birla Sun Life Large Cap | SBI Large Cap | BANDHAN Small Cap |
|---|---|---|---|---|
| Category | Small Cap | Large Cap | Large Cap | Small Cap |
| Fund house | SBI Funds Management Limited | Aditya Birla Sun Life AMC Limited | SBI Funds Management Limited | Bandhan AMC Limited |
| Share of three-year stretches it beat its category P4 | 49% of 109 | 52% of 109 | 45% of 109 | 75% of 44 |
| Regular plan costs more than Direct by, a year P5 | 1.31% points | 0.87% points | 0.93% points | 2.00% points |
| Portfolio turned over a year P1 | 54% | 53% | 59% | 68% |
| Run by P7 | R Srinivasan · ≥ 3 mo | Harish Krishnan · ≥ 6 mo | Saurabh Pant · ≥ 3 mo | Kirthi Jain · ≥ 2.8 yrs |
| 1-year return | 6.6% | −4.2% | −1.6% | 10.4% |
| 3 years p.a. | 12.3% | 9.5% | 9.2% | 25.3% |
| 5 years p.a. | 14.2% | 8.9% | 9.0% | 20.0% |
| Deepest fall (max drawdown) | −22.4% | −16.7% | −15.4% | −22.8% |
| Assets (AUM) | ₹39,942 Cr | ₹29,521 Cr | ₹55,417 Cr | ₹31,103 Cr |
| Disclosed history | 5.8 yrs | 1.3 yrs | 5.8 yrs | 4.3 yrs |
| Holdings · top ten weight | 73 · 37% | 77 · 43% | 57 · 47% | 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.