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 | Mirae Asset Large Cap | Axis Large Cap | HDFC Large Cap | Nippon India Small Cap | Quant Small Cap |
|---|---|---|---|---|---|---|
| BANDHAN Small CapSmall Cap | itself | BANDHAN Small Cap and Mirae Asset Large Cap share 7% of their portfolios | BANDHAN Small Cap and Axis Large Cap share 5% of their portfolios | BANDHAN Small Cap and HDFC Large Cap share 5% of their portfolios | BANDHAN Small Cap and Nippon India Small Cap share 16% of their portfolios | BANDHAN Small Cap and Quant Small Cap share 9% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and BANDHAN Small Cap share 7% of their portfolios | itself | Mirae Asset Large Cap and Axis Large Cap share 58% of their portfolios | Mirae Asset Large Cap and HDFC Large Cap share 49% of their portfolios | Mirae Asset Large Cap and Nippon India Small Cap share 11% of their portfolios | Mirae Asset Large Cap and Quant Small Cap share 3% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and BANDHAN Small Cap share 5% of their portfolios | Axis Large Cap and Mirae Asset Large Cap share 58% of their portfolios | itself | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and Nippon India Small Cap share 7% of their portfolios | Axis Large Cap and Quant Small Cap share 3% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and BANDHAN Small Cap share 5% of their portfolios | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios | HDFC Large Cap and Axis Large Cap share 54% of their portfolios | itself | HDFC Large Cap and Nippon India Small Cap share 7% of their portfolios | HDFC Large Cap and Quant Small Cap share 2% 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 Mirae Asset Large Cap share 11% of their portfolios | Nippon India Small Cap and Axis Large Cap share 7% of their portfolios | Nippon India Small Cap and HDFC Large Cap share 7% of their portfolios | itself | Nippon India Small Cap and Quant Small Cap share 7% of their portfolios |
| Quant Small CapSmall Cap | Quant Small Cap and BANDHAN Small Cap share 9% of their portfolios | Quant Small Cap and Mirae Asset Large Cap share 3% of their portfolios | Quant Small Cap and Axis Large Cap share 3% of their portfolios | Quant Small Cap and HDFC Large Cap share 2% of their portfolios | Quant Small Cap and Nippon India Small Cap share 7% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and Axis Large Cap Fund share 58% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | Mirae Asset Large Cap | Axis Large Cap | HDFC Large Cap | Nippon India Small Cap | Quant Small Cap |
|---|---|---|---|---|---|---|
| Category | Small Cap | Large Cap | Large Cap | Large Cap | Small Cap | Small Cap |
| Fund house | Bandhan AMC Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | quant Money Managers Limited |
| Share of three-year stretches it beat its category P4 | 75% of 44 | 64% of 109 | 47% of 109 | 51% of 109 | 90% of 109 | 69% of 109 |
| Regular plan costs more than Direct by, a year P5 | 2.00% points | 1.06% points | 1.21% points | 0.70% points | 1.10% points | 0.84% points |
| Portfolio turned over a year P1 | 68% | 53% | 73% | 45% | 68% | 75% |
| Run by P7 | Kirthi Jain · ≥ 2.8 yrs | Gaurav Misra · 7.7 yrs | not known | not known | Samir Rachh · 9.6 yrs | Ankit Pande · ≥ 2.5 yrs |
| 1-year return | 10.4% | −3.3% | −3.2% | −3.2% | 8.9% | 12.7% |
| 3 years p.a. | 25.3% | 8.6% | 9.2% | 9.1% | 16.1% | 18.5% |
| 5 years p.a. | 20.0% | 7.8% | 5.8% | 10.6% | 19.0% | 19.2% |
| Deepest fall (max drawdown) | −22.8% | −15.8% | −15.5% | −16.4% | −24.2% | −24.4% |
| Assets (AUM) | ₹31,103 Cr | ₹38,599 Cr | ₹30,395 Cr | ₹40,166 Cr | ₹76,236 Cr | ₹34,069 Cr |
| Disclosed history | 4.3 yrs | 5.1 yrs | 5.9 yrs | 1.8 yrs | 14 yrs | 7.5 yrs |
| Holdings · top ten weight | 265 · 30% | 76 · 48% | 49 · 48% | 50 · 53% | 257 · 16% | 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.