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.
5 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 | BANDHAN Small Cap | Quant Multi Cap | Axis Large Cap | SBI Large Cap | Quant Small Cap |
|---|---|---|---|---|---|
| BANDHAN Small CapSmall Cap | itself | BANDHAN Small Cap and Quant Multi Cap share 4% of their portfolios | BANDHAN Small Cap and Axis Large Cap share 5% of their portfolios | BANDHAN Small Cap and SBI Large Cap share 5% of their portfolios | BANDHAN Small Cap and Quant Small Cap share 9% of their portfolios |
| Quant Multi CapMulti Cap | Quant Multi Cap and BANDHAN Small Cap share 4% of their portfolios | itself | Quant Multi Cap and Axis Large Cap share 10% of their portfolios | Quant Multi Cap and SBI Large Cap share 13% of their portfolios | Quant Multi Cap and Quant Small Cap share 36% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and BANDHAN Small Cap share 5% of their portfolios | Axis Large Cap and Quant Multi Cap share 10% of their portfolios | itself | Axis Large Cap and SBI Large Cap share 50% of their portfolios | Axis Large Cap and Quant Small Cap share 3% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and BANDHAN Small Cap share 5% of their portfolios | SBI Large Cap and Quant Multi Cap share 13% of their portfolios | SBI Large Cap and Axis Large Cap share 50% of their portfolios | itself | SBI Large Cap and Quant Small Cap share 6% of their portfolios |
| Quant Small CapSmall Cap | Quant Small Cap and BANDHAN Small Cap share 9% of their portfolios | Quant Small Cap and Quant Multi Cap share 36% of their portfolios | Quant Small Cap and Axis Large Cap share 3% of their portfolios | Quant Small Cap and SBI Large Cap share 6% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and SBI Large Cap Fund share 50% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | BANDHAN Small Cap | Quant Multi Cap | Axis Large Cap | SBI Large Cap | Quant Small Cap |
|---|---|---|---|---|---|
| Category | Small Cap | Multi Cap | Large Cap | Large Cap | Small Cap |
| Fund house | Bandhan AMC Limited | quant Money Managers Limited | Axis Asset Management Co. Ltd. | SBI Funds Management Limited | quant Money Managers Limited |
| Share of three-year stretches it beat its category P4 | 75% of 44 | 73% of 109 | 47% of 109 | 45% of 109 | 69% of 109 |
| Regular plan costs more than Direct by, a year P5 | 2.00% points | 0.93% points | 1.21% points | 0.93% points | 0.84% points |
| Portfolio turned over a year P1 | 68% | 88% | 73% | 59% | 75% |
| Run by P7 | Kirthi Jain · ≥ 2.8 yrs | Ankit Pande · ≥ 2.5 yrs | not known | Saurabh Pant · ≥ 3 mo | Ankit Pande · ≥ 2.5 yrs |
| 1-year return | 10.4% | 4.9% | −3.2% | −1.6% | 12.7% |
| 3 years p.a. | 25.3% | 10.5% | 9.2% | 9.2% | 18.5% |
| 5 years p.a. | 20.0% | 11.7% | 5.8% | 9.0% | 19.2% |
| Deepest fall (max drawdown) | −22.8% | −25.3% | −15.5% | −15.4% | −24.4% |
| Assets (AUM) | ₹31,103 Cr | ₹7,717 Cr | ₹30,395 Cr | ₹55,417 Cr | ₹34,069 Cr |
| Disclosed history | 4.3 yrs | 6.9 yrs | 5.9 yrs | 5.8 yrs | 7.5 yrs |
| Holdings · top ten weight | 265 · 30% | 74 · 53% | 49 · 48% | 57 · 47% | 120 · 43% |
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.