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 | Kotak Multi Cap | Nippon India 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 Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HDFC Small Cap and Nippon India Small Cap share 11% 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 Kotak Multi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Nippon India Small Cap: no portfolio disclosed for Kotak Mid Cap |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and HDFC Small Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and Nippon India Small Cap: no portfolio disclosed for Kotak Multi Cap |
| Nippon India Small CapSmall Cap | Nippon India Small Cap and HDFC Small Cap share 11% of their portfolios | Nippon India Small Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Nippon India Small Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself |
Closest pair: HDFC Small Cap Fund and Nippon India Small Cap Fund share 11% 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.
2 of these funds have no portfolio on file, so their rows are blank rather than zero — an absence in our data, not a finding about the funds.
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 | Kotak Multi Cap | Nippon India Small Cap |
|---|---|---|---|---|
| Category | Small Cap | Mid Cap | Multi Cap | Small Cap |
| Fund house | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | Kotak Mahindra Asset Management Company Limited. | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 63% of 109 | 83% of 109 | 100% of 24 | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.25% points | 1.44% points | 1.62% points | 1.10% points |
| Portfolio turned over a year P1 | 46% | not measured | not measured | 68% |
| Run by P7 | not known | not known | not known | Samir Rachh · 9.6 yrs |
| 1-year return | −2.6% | 4.8% | 4.2% | 8.9% |
| 3 years p.a. | 11.3% | 18.1% | 17.3% | 16.1% |
| 5 years p.a. | 14.8% | 16.8% | — | 19.0% |
| Deepest fall (max drawdown) | −22.6% | −20.9% | −21.0% | −24.2% |
| Assets (AUM) | ₹42,162 Cr | ₹64,136 Cr | ₹25,937 Cr | ₹76,236 Cr |
| Disclosed history | 2.4 yrs | — | — | 14 yrs |
| Holdings · top ten weight | 87 · 35% | none disclosed | none disclosed | 257 · 16% |
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.