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.
2 of 6 chosen
The largest fund in each of these kinds, to start from — or search above:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | SUNDARAM CPOF 5 YRS SR 8 DIRECT PLAN GROWTH | Nippon India Small Cap |
|---|---|---|
| SUNDARAM CPOF 5 YRS SR 8 DIRECT PLAN GROWTHUncategorised | itself | SUNDARAM CPOF 5 YRS SR 8 DIRECT PLAN GROWTH and Nippon India Small Cap: no portfolio disclosed for SUNDARAM CPOF 5 YRS SR 8 DIRECT PLAN GROWTH |
| Nippon India Small CapSmall Cap | Nippon India Small Cap and SUNDARAM CPOF 5 YRS SR 8 DIRECT PLAN GROWTH: no portfolio disclosed for SUNDARAM CPOF 5 YRS SR 8 DIRECT PLAN GROWTH | itself |
SUNDARAM CPOF 5 YRS SR 8 DIRECT PLAN GROWTH 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.
Side by side
record, cost, returns, drawdown, size
| Measure | SUNDARAM CPOF 5 YRS SR 8 DIRECT PLAN GROWTH | Nippon India Small Cap |
|---|---|---|
| Category | Uncategorised | Small Cap |
| Fund house | Sundaram Asset Management Company Ltd | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | not measured | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 1.10% points |
| Portfolio turned over a year P1 | not measured | 68% |
| Run by P7 | not known | Samir Rachh · 9.6 yrs |
| 1-year return | 11.9% | 8.9% |
| 3 years p.a. | 7.0% | 16.1% |
| 5 years p.a. | — | 19.0% |
| Deepest fall (max drawdown) | not computed | −24.2% |
| Assets (AUM) | ₹0 Cr | ₹76,236 Cr |
| Disclosed history | — | 14 yrs |
| Holdings · top ten weight | 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.