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 | Nippon India Multi Cap | Nippon India Large Cap | Mirae Asset Large Cap | HDFC Small Cap |
|---|---|---|---|---|---|
| BANDHAN Small CapSmall Cap | itself | BANDHAN Small Cap and Nippon India Multi Cap share 8% of their portfolios | BANDHAN Small Cap and Nippon India Large Cap share 5% of their portfolios | BANDHAN Small Cap and Mirae Asset Large Cap share 7% of their portfolios | BANDHAN Small Cap and HDFC Small Cap share 6% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and BANDHAN Small Cap share 8% of their portfolios | itself | Nippon India Multi Cap and Nippon India Large Cap share 55% of their portfolios | Nippon India Multi Cap and Mirae Asset Large Cap share 38% of their portfolios | Nippon India Multi Cap and HDFC Small Cap share 6% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and BANDHAN Small Cap share 5% of their portfolios | Nippon India Large Cap and Nippon India Multi Cap share 55% of their portfolios | itself | Nippon India Large Cap and Mirae Asset Large Cap share 59% of their portfolios | Nippon India Large Cap and HDFC Small Cap share 3% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and BANDHAN Small Cap share 7% of their portfolios | Mirae Asset Large Cap and Nippon India Multi Cap share 38% of their portfolios | Mirae Asset Large Cap and Nippon India Large Cap share 59% of their portfolios | itself | Mirae Asset Large Cap and HDFC Small Cap share 3% of their portfolios |
| HDFC Small CapSmall Cap | HDFC Small Cap and BANDHAN Small Cap share 6% of their portfolios | HDFC Small Cap and Nippon India Multi Cap share 6% of their portfolios | HDFC Small Cap and Nippon India Large Cap share 3% of their portfolios | HDFC Small Cap and Mirae Asset Large Cap share 3% of their portfolios | itself |
Closest pair: Nippon India Large Cap Fund and Mirae Asset Large Cap Fund share 59% 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 | Nippon India Multi Cap | Nippon India Large Cap | Mirae Asset Large Cap | HDFC Small Cap |
|---|---|---|---|---|---|
| Category | Small Cap | Multi Cap | Large Cap | Large Cap | Small Cap |
| Fund house | Bandhan AMC Limited | Nippon Life India Asset Management Limited | Nippon Life India Asset Management Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 75% of 44 | 50% of 109 | 73% of 109 | 64% of 109 | 63% of 109 |
| Regular plan costs more than Direct by, a year P5 | 2.00% points | 0.84% points | 1.01% points | 1.06% points | 1.25% points |
| Portfolio turned over a year P1 | 68% | 66% | 57% | 53% | 46% |
| Run by P7 | Kirthi Jain · ≥ 2.8 yrs | Sailesh Raj Bhan · 21 yrs | Sailesh Raj Bhan · 19 yrs | Gaurav Misra · 7.7 yrs | not known |
| 1-year return | 10.4% | −1.4% | −4.7% | −3.3% | −2.6% |
| 3 years p.a. | 25.3% | 13.5% | 11.1% | 8.6% | 11.3% |
| 5 years p.a. | 20.0% | 16.4% | 12.8% | 7.8% | 14.8% |
| Deepest fall (max drawdown) | −22.8% | −18.6% | −15.4% | −15.8% | −22.6% |
| Assets (AUM) | ₹31,103 Cr | ₹53,760 Cr | ₹52,344 Cr | ₹38,599 Cr | ₹42,162 Cr |
| Disclosed history | 4.3 yrs | 14 yrs | 13 yrs | 5.1 yrs | 2.4 yrs |
| Holdings · top ten weight | 265 · 30% | 123 · 29% | 69 · 45% | 76 · 48% | 87 · 35% |
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.