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 | Kotak Mid Cap | Axis Midcap | SBI Large Cap |
|---|---|---|---|---|
| BANDHAN Small CapSmall Cap | itself | BANDHAN Small Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | BANDHAN Small Cap and Axis Midcap share 5% of their portfolios | BANDHAN Small Cap and SBI Large Cap share 5% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and BANDHAN Small Cap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and Axis Midcap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and SBI Large Cap: no portfolio disclosed for Kotak Mid Cap |
| Axis MidcapMid Cap | Axis Midcap and BANDHAN Small Cap share 5% of their portfolios | Axis Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | Axis Midcap and SBI Large Cap share 10% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and BANDHAN Small Cap share 5% of their portfolios | SBI Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | SBI Large Cap and Axis Midcap share 10% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, Axis Midcap Fund and SBI Large Cap Fund, share 10%. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what you wanted.
Kotak Mid Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, 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 | Kotak Mid Cap | Axis Midcap | SBI Large Cap |
|---|---|---|---|---|
| Category | Small Cap | Mid Cap | Mid Cap | Large Cap |
| Fund house | Bandhan AMC Limited | Kotak Mahindra Asset Management Company Limited. | Axis Asset Management Co. Ltd. | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 75% of 44 | 83% of 109 | 44% of 109 | 45% of 109 |
| Regular plan costs more than Direct by, a year P5 | 2.00% points | 1.44% points | 1.36% points | 0.93% points |
| Portfolio turned over a year P1 | 68% | not measured | 80% | 59% |
| Run by P7 | Kirthi Jain · ≥ 2.8 yrs | not known | not known | Saurabh Pant · ≥ 3 mo |
| 1-year return | 10.4% | 4.8% | 6.9% | −1.6% |
| 3 years p.a. | 25.3% | 18.1% | 17.1% | 9.2% |
| 5 years p.a. | 20.0% | 16.8% | 13.5% | 9.0% |
| Deepest fall (max drawdown) | −22.8% | −20.9% | −19.5% | −15.4% |
| Assets (AUM) | ₹31,103 Cr | ₹64,136 Cr | ₹32,454 Cr | ₹55,417 Cr |
| Disclosed history | 4.3 yrs | — | 5.9 yrs | 5.8 yrs |
| Holdings · top ten weight | 265 · 30% | none disclosed | 91 · 30% | 57 · 47% |
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.