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.
Overlap
share of the portfolio the two funds hold in common
| Union Small Cap | Quant Small Cap | |
|---|---|---|
| Union Small Cap | itself | 3% |
| Quant Small Cap | 3% | itself |
Most alike: Union Small Cap Fund and Quant Small Cap Fund share 3% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | Union Small Cap | Quant Small Cap |
|---|---|---|
| Category | Small Cap | Small Cap |
| Share of three-year stretches it beat its category P4 | 31% of 109 | 69% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.07% | 0.84% |
| Portfolio turned over a year P1 | 95% | 75% |
| Run by P7 | Gaurav Chopra · 1.8 yrs | Ankit Pande · ≥ 2.5 yrs |
| 1-year return | 21.2% | 12.7% |
| 3 years p.a. | 18.2% | 18.5% |
| 5 years p.a. | 17.7% | 19.2% |
| Deepest fall (max drawdown) | −26.2% | −24.4% |
| Assets (AUM) | ₹2,342 Cr | ₹34,069 Cr |
| Disclosed history | 2.2 yrs | 7.5 yrs |
| Holdings · top ten weight | 82 · 29% | 120 · 43% |
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.