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 | HDFC Mid Cap | SBI MIDCAP | Axis Large Cap | Nippon India Small Cap |
|---|---|---|---|---|---|
| BANDHAN Small CapSmall Cap | itself | BANDHAN Small Cap and HDFC Mid Cap share 6% of their portfolios | BANDHAN Small Cap and SBI MIDCAP share 2% of their portfolios | BANDHAN Small Cap and Axis Large Cap share 5% of their portfolios | BANDHAN Small Cap and Nippon India Small Cap share 16% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and BANDHAN Small Cap share 6% of their portfolios | itself | HDFC Mid Cap and SBI MIDCAP share 13% of their portfolios | HDFC Mid Cap and Axis Large Cap share 4% of their portfolios | HDFC Mid Cap and Nippon India Small Cap share 11% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and BANDHAN Small Cap share 2% of their portfolios | SBI MIDCAP and HDFC Mid Cap share 13% of their portfolios | itself | SBI MIDCAP and Axis Large Cap share 1% of their portfolios | SBI MIDCAP and Nippon India Small Cap share 6% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and BANDHAN Small Cap share 5% of their portfolios | Axis Large Cap and HDFC Mid Cap share 4% of their portfolios | Axis Large Cap and SBI MIDCAP share 1% of their portfolios | itself | Axis Large 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 Mid Cap share 11% of their portfolios | Nippon India Small Cap and SBI MIDCAP share 6% of their portfolios | Nippon India Small Cap and Axis Large 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 Mid Cap | SBI MIDCAP | Axis Large Cap | Nippon India Small Cap |
|---|---|---|---|---|---|
| Category | Small Cap | Mid Cap | Mid Cap | Large Cap | Small Cap |
| Fund house | Bandhan AMC Limited | HDFC Asset Management Company Limited | SBI Funds Management Limited | Axis Asset Management Co. Ltd. | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 75% of 44 | 66% of 109 | 38% of 109 | 47% of 109 | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | 2.00% points | 0.92% points | 1.09% points | 1.21% points | 1.10% points |
| Portfolio turned over a year P1 | 68% | 38% | 80% | 73% | 68% |
| Run by P7 | Kirthi Jain · ≥ 2.8 yrs | not known | Bhavin Vithlani · ≥ 3 mo | not known | Samir Rachh · 9.6 yrs |
| 1-year return | 10.4% | 6.6% | 3.8% | −3.2% | 8.9% |
| 3 years p.a. | 25.3% | 17.6% | 11.0% | 9.2% | 16.1% |
| 5 years p.a. | 20.0% | 18.9% | 13.5% | 5.8% | 19.0% |
| Deepest fall (max drawdown) | −22.8% | −16.8% | −17.9% | −15.5% | −24.2% |
| Assets (AUM) | ₹31,103 Cr | ₹1.07 lakh Cr | ₹24,349 Cr | ₹30,395 Cr | ₹76,236 Cr |
| Disclosed history | 4.3 yrs | 10 mo | 5.8 yrs | 5.9 yrs | 14 yrs |
| Holdings · top ten weight | 265 · 30% | 81 · 37% | 64 · 28% | 49 · 48% | 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.