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 | HSBC Small Cap | Kotak Multi Cap | Quant Small Cap |
|---|---|---|---|---|
| HDFC Small CapSmall Cap | itself | HDFC Small Cap and HSBC Small Cap share 11% of their portfolios | HDFC Small Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HDFC Small Cap and Quant Small Cap share 3% of their portfolios |
| HSBC Small CapSmall Cap | HSBC Small Cap and HDFC Small Cap share 11% of their portfolios | itself | HSBC Small Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HSBC Small Cap and Quant Small Cap share 7% of their portfolios |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and HDFC Small Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and HSBC Small Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and Quant Small Cap: no portfolio disclosed for Kotak Multi Cap |
| Quant Small CapSmall Cap | Quant Small Cap and HDFC Small Cap share 3% of their portfolios | Quant Small Cap and HSBC Small Cap share 7% of their portfolios | Quant Small Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself |
Closest pair: HDFC Small Cap Fund and HSBC 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.
Kotak Multi 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 | HSBC Small Cap | Kotak Multi Cap | Quant Small Cap |
|---|---|---|---|---|
| Category | Small Cap | Small Cap | Multi Cap | Small Cap |
| Fund house | HDFC Asset Management Company Limited | HSBC Asset Management (India) Private Ltd. | Kotak Mahindra Asset Management Company Limited. | quant Money Managers Limited |
| Share of three-year stretches it beat its category P4 | 63% of 109 | 0% of 11 | 100% of 24 | 69% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.25% points | 1.21% points | 1.62% points | 0.84% points |
| Portfolio turned over a year P1 | 46% | 83% | not measured | 75% |
| Run by P7 | not known | Venugopal Manghat · 6.7 yrs | not known | Ankit Pande · ≥ 2.5 yrs |
| 1-year return | −2.6% | 12.5% | 4.2% | 12.7% |
| 3 years p.a. | 11.3% | 15.6% | 17.3% | 18.5% |
| 5 years p.a. | 14.8% | — | — | 19.2% |
| Deepest fall (max drawdown) | −22.6% | −27.2% | −21.0% | −24.4% |
| Assets (AUM) | ₹42,162 Cr | ₹19,076 Cr | ₹25,937 Cr | ₹34,069 Cr |
| Disclosed history | 2.4 yrs | 3.8 yrs | — | 7.5 yrs |
| Holdings · top ten weight | 87 · 35% | 115 · 20% | none disclosed | 120 · 43% |
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.