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 | Axis Large Cap | Kotak Flexi Cap | Quant Small Cap | SBI SMALL CAP |
|---|---|---|---|---|---|---|
| BANDHAN Small CapSmall Cap | itself | BANDHAN Small Cap and HDFC Large Cap share 5% of their portfolios | BANDHAN Small Cap and Axis Large Cap share 5% of their portfolios | BANDHAN Small Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | BANDHAN Small Cap and Quant Small Cap share 9% of their portfolios | BANDHAN Small Cap and SBI SMALL CAP share 4% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and BANDHAN Small Cap share 5% of their portfolios | itself | HDFC Large Cap and Axis Large Cap share 54% of their portfolios | HDFC Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | HDFC Large Cap and Quant Small Cap share 2% of their portfolios | HDFC Large Cap and SBI SMALL CAP share 0% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and BANDHAN Small Cap share 5% of their portfolios | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | itself | Axis Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Axis Large Cap and Quant Small Cap share 3% of their portfolios | Axis Large Cap and SBI SMALL CAP share 0% of their portfolios |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and BANDHAN Small Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and HDFC Large Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Axis Large Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Kotak Flexi Cap and Quant Small Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and SBI SMALL CAP: no portfolio disclosed for Kotak Flexi Cap |
| 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 Axis Large Cap share 3% of their portfolios | Quant Small Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Quant Small Cap and SBI SMALL CAP share 3% of their portfolios |
| SBI SMALL CAPSmall Cap | SBI SMALL CAP and BANDHAN Small Cap share 4% of their portfolios | SBI SMALL CAP and HDFC Large Cap share 0% of their portfolios | SBI SMALL CAP and Axis Large Cap share 0% of their portfolios | SBI SMALL CAP and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | SBI SMALL CAP and Quant Small Cap share 3% of their portfolios | itself |
Closest pair: HDFC Large Cap Fund and Axis Large Cap Fund share 54% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Kotak Flexi Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, not a finding about the fund.
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 | Axis Large Cap | Kotak Flexi Cap | Quant Small Cap | SBI SMALL CAP |
|---|---|---|---|---|---|---|
| Category | Small Cap | Large Cap | Large Cap | Flexi Cap | Small Cap | Small Cap |
| Fund house | Bandhan AMC Limited | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | Kotak Mahindra Asset Management Company Limited. | quant Money Managers Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 75% of 44 | 51% of 109 | 47% of 109 | 45% of 109 | 69% of 109 | 49% of 109 |
| Regular plan costs more than Direct by, a year P5 | 2.00% points | 0.70% points | 1.21% points | 1.09% points | 0.84% points | 1.31% points |
| Portfolio turned over a year P1 | 68% | 45% | 73% | not measured | 75% | 54% |
| Run by P7 | Kirthi Jain · ≥ 2.8 yrs | not known | not known | not known | Ankit Pande · ≥ 2.5 yrs | R Srinivasan · ≥ 3 mo |
| 1-year return | 10.4% | −3.2% | −3.2% | −1.6% | 12.7% | 6.6% |
| 3 years p.a. | 25.3% | 9.1% | 9.2% | 11.5% | 18.5% | 12.3% |
| 5 years p.a. | 20.0% | 10.6% | 5.8% | 10.6% | 19.2% | 14.2% |
| Deepest fall (max drawdown) | −22.8% | −16.4% | −15.5% | −16.3% | −24.4% | −22.4% |
| Assets (AUM) | ₹31,103 Cr | ₹40,166 Cr | ₹30,395 Cr | ₹54,857 Cr | ₹34,069 Cr | ₹39,942 Cr |
| Disclosed history | 4.3 yrs | 1.8 yrs | 5.9 yrs | — | 7.5 yrs | 5.8 yrs |
| Holdings · top ten weight | 265 · 30% | 50 · 53% | 49 · 48% | none disclosed | 120 · 43% | 73 · 37% |
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.