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 | SBI SMALL CAP | Motilal Oswal Midcap | HDFC Flexi Cap | Quant Small Cap | DSP Small Cap |
|---|---|---|---|---|---|
| SBI SMALL CAPSmall Cap | itself | SBI SMALL CAP and Motilal Oswal Midcap share 0% of their portfolios | SBI SMALL CAP and HDFC Flexi Cap share 1% of their portfolios | SBI SMALL CAP and Quant Small Cap share 3% of their portfolios | SBI SMALL CAP and DSP Small Cap share 10% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and SBI SMALL CAP share 0% of their portfolios | itself | Motilal Oswal Midcap and HDFC Flexi Cap share 13% of their portfolios | Motilal Oswal Midcap and Quant Small Cap share 2% of their portfolios | Motilal Oswal Midcap and DSP Small Cap share 0% of their portfolios |
| HDFC Flexi CapFlexi Cap | HDFC Flexi Cap and SBI SMALL CAP share 1% of their portfolios | HDFC Flexi Cap and Motilal Oswal Midcap share 13% of their portfolios | itself | HDFC Flexi Cap and Quant Small Cap share 4% of their portfolios | HDFC Flexi Cap and DSP Small Cap share 1% of their portfolios |
| Quant Small CapSmall Cap | Quant Small Cap and SBI SMALL CAP share 3% of their portfolios | Quant Small Cap and Motilal Oswal Midcap share 2% of their portfolios | Quant Small Cap and HDFC Flexi Cap share 4% of their portfolios | itself | Quant Small Cap and DSP Small Cap share 7% of their portfolios |
| DSP Small CapSmall Cap | DSP Small Cap and SBI SMALL CAP share 10% of their portfolios | DSP Small Cap and Motilal Oswal Midcap share 0% of their portfolios | DSP Small Cap and HDFC Flexi Cap share 1% of their portfolios | DSP Small Cap and Quant Small Cap share 7% of their portfolios | itself |
Closest pair: Motilal Oswal Midcap Fund and HDFC Flexi Cap Fund share 13% 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 | SBI SMALL CAP | Motilal Oswal Midcap | HDFC Flexi Cap | Quant Small Cap | DSP Small Cap |
|---|---|---|---|---|---|
| Category | Small Cap | Mid Cap | Flexi Cap | Small Cap | Small Cap |
| Fund house | SBI Funds Management Limited | Motilal Oswal Asset Management Company Limited | HDFC Asset Management Company Limited | quant Money Managers Limited | DSP Asset Managers Private Limited |
| Share of three-year stretches it beat its category P4 | 49% of 109 | 54% of 109 | 68% of 109 | 69% of 109 | 22% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.31% points | 1.37% points | 0.81% points | 0.84% points | 0.92% points |
| Portfolio turned over a year P1 | 54% | 92% | 48% | 75% | 48% |
| Run by P7 | R Srinivasan · ≥ 3 mo | Rakesh Shetty · 3.8 yrs | not known | Ankit Pande · ≥ 2.5 yrs | Vinit Sambre · ≥ 1.2 yrs |
| 1-year return | 6.6% | −0.5% | 0.7% | 12.7% | 17.8% |
| 3 years p.a. | 12.3% | 19.5% | 15.8% | 18.5% | 18.3% |
| 5 years p.a. | 14.2% | 21.1% | 16.6% | 19.2% | 18.1% |
| Deepest fall (max drawdown) | −22.4% | −28.9% | −13.3% | −24.4% | −24.1% |
| Assets (AUM) | ₹39,942 Cr | ₹41,706 Cr | ₹1.13 lakh Cr | ₹34,069 Cr | ₹21,018 Cr |
| Disclosed history | 5.8 yrs | 4.0 yrs | 2.4 yrs | 7.5 yrs | 13 yrs |
| Holdings · top ten weight | 73 · 37% | 32 · 54% | 86 · 44% | 120 · 43% | 86 · 39% |
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.