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 | HDFC Small Cap | Kotak Mid Cap | Axis Midcap | SBI SMALL CAP |
|---|---|---|---|---|
| HDFC Small CapSmall Cap | itself | HDFC Small Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Small Cap and Axis Midcap share 7% of their portfolios | HDFC Small Cap and SBI SMALL CAP share 8% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and HDFC Small Cap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and Axis Midcap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and SBI SMALL CAP: no portfolio disclosed for Kotak Mid Cap |
| Axis MidcapMid Cap | Axis Midcap and HDFC Small Cap share 7% of their portfolios | Axis Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | Axis Midcap and SBI SMALL CAP share 4% of their portfolios |
| SBI SMALL CAPSmall Cap | SBI SMALL CAP and HDFC Small Cap share 8% of their portfolios | SBI SMALL CAP and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | SBI SMALL CAP and Axis Midcap share 4% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, HDFC Small Cap Fund and SBI SMALL CAP FUND, share 8%. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what you wanted.
Kotak Mid Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, not a finding about the fund.
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 | Kotak Mid Cap | Axis Midcap | SBI SMALL CAP |
|---|---|---|---|---|
| Category | Small Cap | Mid Cap | Mid Cap | Small Cap |
| Fund house | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | Axis Asset Management Co. Ltd. | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 63% of 109 | 83% of 109 | 44% of 109 | 49% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.25% points | 1.44% points | 1.36% points | 1.31% points |
| Portfolio turned over a year P1 | 46% | not measured | 80% | 54% |
| Run by P7 | not known | not known | not known | R Srinivasan · ≥ 3 mo |
| 1-year return | −2.6% | 4.8% | 6.9% | 6.6% |
| 3 years p.a. | 11.3% | 18.1% | 17.1% | 12.3% |
| 5 years p.a. | 14.8% | 16.8% | 13.5% | 14.2% |
| Deepest fall (max drawdown) | −22.6% | −20.9% | −19.5% | −22.4% |
| Assets (AUM) | ₹42,162 Cr | ₹64,136 Cr | ₹32,454 Cr | ₹39,942 Cr |
| Disclosed history | 2.4 yrs | — | 5.9 yrs | 5.8 yrs |
| Holdings · top ten weight | 87 · 35% | none disclosed | 91 · 30% | 73 · 37% |
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.