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 | HDFC Small Cap | |
|---|---|---|
| Union Small Cap | itself | 14% |
| HDFC Small Cap | 14% | itself |
Most alike: Union Small Cap Fund and HDFC Small Cap Fund share 14% 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 | HDFC Small Cap |
|---|---|---|
| Category | Small Cap | Small Cap |
| Share of three-year stretches it beat its category P4 | 31% of 109 | 63% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.07% | 1.25% |
| Portfolio turned over a year P1 | 95% | 46% |
| Run by P7 | Gaurav Chopra · 1.8 yrs | not known |
| 1-year return | 21.2% | −2.6% |
| 3 years p.a. | 18.2% | 11.3% |
| 5 years p.a. | 17.7% | 14.8% |
| Deepest fall (max drawdown) | −26.2% | −22.6% |
| Assets (AUM) | ₹2,342 Cr | ₹42,162 Cr |
| Disclosed history | 2.2 yrs | 2.4 yrs |
| Holdings · top ten weight | 82 · 29% | 87 · 35% |
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.