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.
6 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 | HDFC Small Cap | HDFC Large Cap | Mirae Asset Large Cap | Axis Large Cap | BANDHAN Small Cap | Quant Small Cap |
|---|---|---|---|---|---|---|
| HDFC Small CapSmall Cap | itself | HDFC Small Cap and HDFC Large Cap share 1% of their portfolios | HDFC Small Cap and Mirae Asset Large Cap share 3% of their portfolios | HDFC Small Cap and Axis Large Cap share 0% of their portfolios | HDFC Small Cap and BANDHAN Small Cap share 6% of their portfolios | HDFC Small Cap and Quant Small Cap share 3% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and HDFC Small Cap share 1% of their portfolios | itself | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios | HDFC Large Cap and Axis Large Cap share 54% of their portfolios | HDFC Large Cap and BANDHAN Small Cap share 5% of their portfolios | HDFC Large Cap and Quant Small Cap share 2% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and HDFC Small Cap share 3% of their portfolios | Mirae Asset Large Cap and HDFC Large Cap share 49% of their portfolios | itself | Mirae Asset Large Cap and Axis Large Cap share 58% of their portfolios | Mirae Asset Large Cap and BANDHAN Small Cap share 7% of their portfolios | Mirae Asset Large Cap and Quant Small Cap share 3% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and HDFC Small Cap share 0% of their portfolios | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and Mirae Asset Large Cap share 58% of their portfolios | itself | Axis Large Cap and BANDHAN Small Cap share 5% of their portfolios | Axis Large Cap and Quant Small Cap share 3% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and HDFC Small Cap share 6% of their portfolios | BANDHAN Small Cap and HDFC Large Cap share 5% of their portfolios | BANDHAN Small Cap and Mirae Asset Large Cap share 7% of their portfolios | BANDHAN Small Cap and Axis Large Cap share 5% of their portfolios | itself | BANDHAN Small Cap and Quant Small Cap share 9% of their portfolios |
| Quant Small CapSmall Cap | Quant Small Cap and HDFC Small Cap share 3% of their portfolios | Quant Small Cap and HDFC Large Cap share 2% of their portfolios | Quant Small Cap and Mirae Asset Large Cap share 3% of their portfolios | Quant Small Cap and Axis Large Cap share 3% of their portfolios | Quant Small Cap and BANDHAN Small Cap share 9% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and Axis Large Cap Fund share 58% 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 | HDFC Small Cap | HDFC Large Cap | Mirae Asset Large Cap | Axis Large Cap | BANDHAN Small Cap | Quant Small Cap |
|---|---|---|---|---|---|---|
| Category | Small Cap | Large Cap | Large Cap | Large Cap | Small Cap | Small Cap |
| Fund house | HDFC Asset Management Company Limited | HDFC Asset Management Company Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | Axis Asset Management Co. Ltd. | Bandhan AMC Limited | quant Money Managers Limited |
| Share of three-year stretches it beat its category P4 | 63% of 109 | 51% of 109 | 64% of 109 | 47% of 109 | 75% of 44 | 69% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.25% points | 0.70% points | 1.06% points | 1.21% points | 2.00% points | 0.84% points |
| Portfolio turned over a year P1 | 46% | 45% | 53% | 73% | 68% | 75% |
| Run by P7 | not known | not known | Gaurav Misra · 7.7 yrs | not known | Kirthi Jain · ≥ 2.8 yrs | Ankit Pande · ≥ 2.5 yrs |
| 1-year return | −2.6% | −3.2% | −3.3% | −3.2% | 10.4% | 12.7% |
| 3 years p.a. | 11.3% | 9.1% | 8.6% | 9.2% | 25.3% | 18.5% |
| 5 years p.a. | 14.8% | 10.6% | 7.8% | 5.8% | 20.0% | 19.2% |
| Deepest fall (max drawdown) | −22.6% | −16.4% | −15.8% | −15.5% | −22.8% | −24.4% |
| Assets (AUM) | ₹42,162 Cr | ₹40,166 Cr | ₹38,599 Cr | ₹30,395 Cr | ₹31,103 Cr | ₹34,069 Cr |
| Disclosed history | 2.4 yrs | 1.8 yrs | 5.1 yrs | 5.9 yrs | 4.3 yrs | 7.5 yrs |
| Holdings · top ten weight | 87 · 35% | 50 · 53% | 76 · 48% | 49 · 48% | 265 · 30% | 120 · 43% |
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.