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 | SBI MIDCAP | Kotak Mid Cap | SBI Large Cap | Quant Small Cap |
|---|---|---|---|---|---|
| BANDHAN Small CapSmall Cap | itself | BANDHAN Small Cap and SBI MIDCAP share 2% of their portfolios | BANDHAN Small Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | BANDHAN Small Cap and SBI Large Cap share 5% of their portfolios | BANDHAN Small Cap and Quant Small Cap share 9% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and BANDHAN Small Cap share 2% of their portfolios | itself | SBI MIDCAP and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | SBI MIDCAP and SBI Large Cap share 12% of their portfolios | SBI MIDCAP and Quant Small Cap share 1% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and BANDHAN Small Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and SBI MIDCAP: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and SBI Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Quant Small Cap: no portfolio disclosed for Kotak Mid Cap |
| SBI Large CapLarge Cap | SBI Large Cap and BANDHAN Small Cap share 5% of their portfolios | SBI Large Cap and SBI MIDCAP share 12% of their portfolios | SBI Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | 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 SBI MIDCAP share 1% of their portfolios | Quant Small Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Quant Small Cap and SBI Large Cap share 6% of their portfolios | itself |
Closest pair: SBI MIDCAP FUND and SBI Large Cap Fund share 12% 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.
Kotak Mid 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 | SBI MIDCAP | Kotak Mid Cap | SBI Large Cap | Quant Small Cap |
|---|---|---|---|---|---|
| Category | Small Cap | Mid Cap | Mid Cap | Large Cap | Small Cap |
| Fund house | Bandhan AMC Limited | SBI Funds Management Limited | Kotak Mahindra Asset Management Company Limited. | SBI Funds Management Limited | quant Money Managers Limited |
| Share of three-year stretches it beat its category P4 | 75% of 44 | 38% of 109 | 83% of 109 | 45% of 109 | 69% of 109 |
| Regular plan costs more than Direct by, a year P5 | 2.00% points | 1.09% points | 1.44% points | 0.93% points | 0.84% points |
| Portfolio turned over a year P1 | 68% | 80% | not measured | 59% | 75% |
| Run by P7 | Kirthi Jain · ≥ 2.8 yrs | Bhavin Vithlani · ≥ 3 mo | not known | Saurabh Pant · ≥ 3 mo | Ankit Pande · ≥ 2.5 yrs |
| 1-year return | 10.4% | 3.8% | 4.8% | −1.6% | 12.7% |
| 3 years p.a. | 25.3% | 11.0% | 18.1% | 9.2% | 18.5% |
| 5 years p.a. | 20.0% | 13.5% | 16.8% | 9.0% | 19.2% |
| Deepest fall (max drawdown) | −22.8% | −17.9% | −20.9% | −15.4% | −24.4% |
| Assets (AUM) | ₹31,103 Cr | ₹24,349 Cr | ₹64,136 Cr | ₹55,417 Cr | ₹34,069 Cr |
| Disclosed history | 4.3 yrs | 5.8 yrs | — | 5.8 yrs | 7.5 yrs |
| Holdings · top ten weight | 265 · 30% | 64 · 28% | none disclosed | 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.