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.
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 | Motilal Oswal Midcap | SBI Large Cap | SBI SMALL CAP |
|---|---|---|---|---|
| HDFC Small CapSmall Cap | itself | HDFC Small Cap and Motilal Oswal Midcap share 0% of their portfolios | HDFC Small Cap and SBI Large Cap share 1% of their portfolios | HDFC Small Cap and SBI SMALL CAP share 8% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and HDFC Small Cap share 0% of their portfolios | itself | Motilal Oswal Midcap and SBI Large Cap share 7% of their portfolios | Motilal Oswal Midcap and SBI SMALL CAP share 0% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and HDFC Small Cap share 1% of their portfolios | SBI Large Cap and Motilal Oswal Midcap share 7% of their portfolios | itself | SBI Large Cap and SBI SMALL CAP share 0% of their portfolios |
| SBI SMALL CAPSmall Cap | SBI SMALL CAP and HDFC Small Cap share 8% of their portfolios | SBI SMALL CAP and Motilal Oswal Midcap share 0% of their portfolios | SBI SMALL CAP and SBI Large Cap share 0% 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 was 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 | Motilal Oswal Midcap | SBI Large Cap | SBI SMALL CAP |
|---|---|---|---|---|
| Category | Small Cap | Mid Cap | Large Cap | Small Cap |
| Fund house | HDFC Asset Management Company Limited | Motilal Oswal Asset Management Company Limited | SBI Funds Management Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 63% of 109 | 54% of 109 | 45% of 109 | 49% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.25% points | 1.37% points | 0.93% points | 1.31% points |
| Portfolio turned over a year P1 | 46% | 92% | 59% | 54% |
| Run by P7 | not known | Rakesh Shetty · 3.8 yrs | Saurabh Pant · ≥ 3 mo | R Srinivasan · ≥ 3 mo |
| 1-year return | −2.6% | −0.5% | −1.6% | 6.6% |
| 3 years p.a. | 11.3% | 19.5% | 9.2% | 12.3% |
| 5 years p.a. | 14.8% | 21.1% | 9.0% | 14.2% |
| Deepest fall (max drawdown) | −22.6% | −28.9% | −15.4% | −22.4% |
| Assets (AUM) | ₹42,162 Cr | ₹41,706 Cr | ₹55,417 Cr | ₹39,942 Cr |
| Disclosed history | 2.4 yrs | 4.0 yrs | 5.8 yrs | 5.8 yrs |
| Holdings · top ten weight | 87 · 35% | 32 · 54% | 57 · 47% | 73 · 37% |
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.