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.
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 | SBI Large Cap | Aditya Birla Sun Life Large Cap | BANDHAN Small Cap |
|---|---|---|---|---|
| SBI SMALL CAPSmall Cap | itself | SBI SMALL CAP and SBI Large Cap share 0% of their portfolios | SBI SMALL CAP and Aditya Birla Sun Life Large Cap share 1% of their portfolios | SBI SMALL CAP and BANDHAN Small Cap share 4% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and SBI SMALL CAP share 0% of their portfolios | itself | SBI Large Cap and Aditya Birla Sun Life Large Cap share 53% of their portfolios | SBI Large Cap and BANDHAN Small Cap share 5% 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 | Aditya Birla Sun Life Large Cap and SBI Large Cap share 53% of their portfolios | itself | Aditya Birla Sun Life Large Cap and BANDHAN Small Cap share 7% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and SBI SMALL CAP share 4% of their portfolios | BANDHAN Small Cap and SBI Large Cap share 5% of their portfolios | BANDHAN Small Cap and Aditya Birla Sun Life Large Cap share 7% of their portfolios | itself |
Closest pair: SBI Large Cap Fund and Aditya Birla Sun Life 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 | SBI Large Cap | Aditya Birla Sun Life Large Cap | BANDHAN Small Cap |
|---|---|---|---|---|
| Category | Small Cap | Large Cap | Large Cap | Small Cap |
| Fund house | SBI Funds Management Limited | SBI Funds Management Limited | Aditya Birla Sun Life AMC Limited | Bandhan AMC Limited |
| Share of three-year stretches it beat its category P4 | 49% of 109 | 45% of 109 | 52% of 109 | 75% of 44 |
| Regular plan costs more than Direct by, a year P5 | 1.31% points | 0.93% points | 0.87% points | 2.00% points |
| Portfolio turned over a year P1 | 54% | 59% | 53% | 68% |
| Run by P7 | R Srinivasan · ≥ 3 mo | Saurabh Pant · ≥ 3 mo | Harish Krishnan · ≥ 6 mo | Kirthi Jain · ≥ 2.8 yrs |
| 1-year return | 6.6% | −1.6% | −4.2% | 10.4% |
| 3 years p.a. | 12.3% | 9.2% | 9.5% | 25.3% |
| 5 years p.a. | 14.2% | 9.0% | 8.9% | 20.0% |
| Deepest fall (max drawdown) | −22.4% | −15.4% | −16.7% | −22.8% |
| Assets (AUM) | ₹39,942 Cr | ₹55,417 Cr | ₹29,521 Cr | ₹31,103 Cr |
| Disclosed history | 5.8 yrs | 5.8 yrs | 1.3 yrs | 4.3 yrs |
| Holdings · top ten weight | 73 · 37% | 57 · 47% | 77 · 43% | 265 · 30% |
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.