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 | Nippon India Large Cap | BANDHAN Small Cap | SBI SMALL CAP |
|---|---|---|---|---|
| HDFC Small CapSmall Cap | itself | HDFC Small Cap and Nippon India Large Cap share 3% of their portfolios | HDFC Small Cap and BANDHAN Small Cap share 6% of their portfolios | HDFC Small Cap and SBI SMALL CAP share 8% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and HDFC Small Cap share 3% of their portfolios | itself | Nippon India Large Cap and BANDHAN Small Cap share 5% of their portfolios | Nippon India Large Cap and SBI SMALL CAP share 2% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and HDFC Small Cap share 6% of their portfolios | BANDHAN Small Cap and Nippon India Large Cap share 5% of their portfolios | itself | BANDHAN Small Cap 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 Nippon India Large Cap share 2% of their portfolios | SBI SMALL CAP and BANDHAN Small Cap 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.
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 | Nippon India Large Cap | BANDHAN Small Cap | SBI SMALL CAP |
|---|---|---|---|---|
| Category | Small Cap | Large Cap | Small Cap | Small Cap |
| Fund house | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | Bandhan AMC Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 63% of 109 | 73% of 109 | 75% of 44 | 49% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.25% points | 1.01% points | 2.00% points | 1.31% points |
| Portfolio turned over a year P1 | 46% | 57% | 68% | 54% |
| Run by P7 | not known | Sailesh Raj Bhan · 19 yrs | Kirthi Jain · ≥ 2.8 yrs | R Srinivasan · ≥ 3 mo |
| 1-year return | −2.6% | −4.7% | 10.4% | 6.6% |
| 3 years p.a. | 11.3% | 11.1% | 25.3% | 12.3% |
| 5 years p.a. | 14.8% | 12.8% | 20.0% | 14.2% |
| Deepest fall (max drawdown) | −22.6% | −15.4% | −22.8% | −22.4% |
| Assets (AUM) | ₹42,162 Cr | ₹52,344 Cr | ₹31,103 Cr | ₹39,942 Cr |
| Disclosed history | 2.4 yrs | 13 yrs | 4.3 yrs | 5.8 yrs |
| Holdings · top ten weight | 87 · 35% | 69 · 45% | 265 · 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.