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.
6 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 | HDFC Large Cap | Nippon India Growth Mid Cap | DSP Small Cap | Quant Small Cap | Nippon India Small Cap |
|---|---|---|---|---|---|---|
| BANDHAN Small CapSmall Cap | itself | BANDHAN Small Cap and HDFC Large Cap share 5% of their portfolios | BANDHAN Small Cap and Nippon India Growth Mid Cap share 10% of their portfolios | BANDHAN Small Cap and DSP Small Cap share 10% of their portfolios | BANDHAN Small Cap and Quant Small Cap share 9% of their portfolios | BANDHAN Small Cap and Nippon India Small Cap share 16% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and BANDHAN Small Cap share 5% of their portfolios | itself | HDFC Large Cap and Nippon India Growth Mid Cap share 12% of their portfolios | HDFC Large Cap and DSP Small Cap share 1% of their portfolios | HDFC Large Cap and Quant Small Cap share 2% of their portfolios | HDFC Large Cap and Nippon India Small Cap share 7% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and BANDHAN Small Cap share 10% of their portfolios | Nippon India Growth Mid Cap and HDFC Large Cap share 12% of their portfolios | itself | Nippon India Growth Mid Cap and DSP Small Cap share 5% of their portfolios | Nippon India Growth Mid Cap and Quant Small Cap share 4% of their portfolios | Nippon India Growth Mid Cap and Nippon India Small Cap share 16% of their portfolios |
| DSP Small CapSmall Cap | DSP Small Cap and BANDHAN Small Cap share 10% of their portfolios | DSP Small Cap and HDFC Large Cap share 1% of their portfolios | DSP Small Cap and Nippon India Growth Mid Cap share 5% of their portfolios | itself | DSP Small Cap and Quant Small Cap share 7% of their portfolios | DSP Small Cap and Nippon India Small Cap share 11% of their portfolios |
| Quant Small CapSmall Cap | Quant Small Cap and BANDHAN Small Cap share 9% of their portfolios | Quant Small Cap and HDFC Large Cap share 2% of their portfolios | Quant Small Cap and Nippon India Growth Mid Cap share 4% of their portfolios | Quant Small Cap and DSP Small Cap share 7% of their portfolios | itself | Quant Small Cap and Nippon India Small Cap share 7% of their portfolios |
| Nippon India Small CapSmall Cap | Nippon India Small Cap and BANDHAN Small Cap share 16% of their portfolios | Nippon India Small Cap and HDFC Large Cap share 7% of their portfolios | Nippon India Small Cap and Nippon India Growth Mid Cap share 16% of their portfolios | Nippon India Small Cap and DSP Small Cap share 11% of their portfolios | Nippon India Small Cap and Quant Small Cap share 7% of their portfolios | itself |
Closest pair: BANDHAN Small Cap Fund and Nippon India Small Cap Fund share 16% 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 | HDFC Large Cap | Nippon India Growth Mid Cap | DSP Small Cap | Quant Small Cap | Nippon India Small Cap |
|---|---|---|---|---|---|---|
| Category | Small Cap | Large Cap | Mid Cap | Small Cap | Small Cap | Small Cap |
| Fund house | Bandhan AMC Limited | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | DSP Asset Managers Private Limited | quant Money Managers Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 75% of 44 | 51% of 109 | 87% of 109 | 22% of 109 | 69% of 109 | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | 2.00% points | 0.70% points | 0.86% points | 0.92% points | 0.84% points | 1.10% points |
| Portfolio turned over a year P1 | 68% | 45% | 52% | 48% | 75% | 68% |
| Run by P7 | Kirthi Jain · ≥ 2.8 yrs | not known | Rupesh Patel · 3.6 yrs | Vinit Sambre · ≥ 1.2 yrs | Ankit Pande · ≥ 2.5 yrs | Samir Rachh · 9.6 yrs |
| 1-year return | 10.4% | −3.2% | 7.0% | 17.8% | 12.7% | 8.9% |
| 3 years p.a. | 25.3% | 9.1% | 18.6% | 18.3% | 18.5% | 16.1% |
| 5 years p.a. | 20.0% | 10.6% | 18.0% | 18.1% | 19.2% | 19.0% |
| Deepest fall (max drawdown) | −22.8% | −16.4% | −19.9% | −24.1% | −24.4% | −24.2% |
| Assets (AUM) | ₹31,103 Cr | ₹40,166 Cr | ₹48,143 Cr | ₹21,018 Cr | ₹34,069 Cr | ₹76,236 Cr |
| Disclosed history | 4.3 yrs | 1.8 yrs | 14 yrs | 13 yrs | 7.5 yrs | 14 yrs |
| Holdings · top ten weight | 265 · 30% | 50 · 53% | 105 · 25% | 86 · 39% | 120 · 43% | 257 · 16% |
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.