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 | BANDHAN Small Cap | ICICI Prudential Multi Cap | HDFC Multi Cap | Axis Small Cap |
|---|---|---|---|---|
| BANDHAN Small CapSmall Cap | itself | BANDHAN Small Cap and ICICI Prudential Multi Cap share 9% of their portfolios | BANDHAN Small Cap and HDFC Multi Cap share 11% of their portfolios | BANDHAN Small Cap and Axis Small Cap share 12% of their portfolios |
| ICICI Prudential Multi CapMulti Cap | ICICI Prudential Multi Cap and BANDHAN Small Cap share 9% of their portfolios | itself | ICICI Prudential Multi Cap and HDFC Multi Cap share 17% of their portfolios | ICICI Prudential Multi Cap and Axis Small Cap share 12% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and BANDHAN Small Cap share 11% of their portfolios | HDFC Multi Cap and ICICI Prudential Multi Cap share 17% of their portfolios | itself | HDFC Multi Cap and Axis Small Cap share 14% of their portfolios |
| Axis Small CapSmall Cap | Axis Small Cap and BANDHAN Small Cap share 12% of their portfolios | Axis Small Cap and ICICI Prudential Multi Cap share 12% of their portfolios | Axis Small Cap and HDFC Multi Cap share 14% of their portfolios | itself |
Closest pair: ICICI Prudential Multi Cap Fund and HDFC Multi Cap Fund share 17% 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.
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 | ICICI Prudential Multi Cap | HDFC Multi Cap | Axis Small Cap |
|---|---|---|---|---|
| Category | Small Cap | Multi Cap | Multi Cap | Small Cap |
| Fund house | Bandhan AMC Limited | ICICI Prudential Asset Management Company Limited | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 75% of 44 | 49% of 109 | 73% of 22 | 42% of 109 |
| Regular plan costs more than Direct by, a year P5 | 2.00% points | 1.03% points | 1.30% points | 1.44% points |
| Portfolio turned over a year P1 | 68% | 108% | 79% | 63% |
| Run by P7 | Kirthi Jain · ≥ 2.8 yrs | Lalit Kumar · 1.1 yrs | not known | not known |
| 1-year return | 10.4% | 6.8% | −2.2% | 10.0% |
| 3 years p.a. | 25.3% | 15.9% | 12.0% | 16.2% |
| 5 years p.a. | 20.0% | 15.0% | — | 16.4% |
| Deepest fall (max drawdown) | −22.8% | −17.3% | −20.2% | −19.4% |
| Assets (AUM) | ₹31,103 Cr | ₹19,305 Cr | ₹20,765 Cr | ₹27,535 Cr |
| Disclosed history | 4.3 yrs | 11 yrs | 2.4 yrs | 5.9 yrs |
| Holdings · top ten weight | 265 · 30% | 167 · 24% | 127 · 23% | 132 · 25% |
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.