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 | Kotak Multi Cap | Axis Multicap | SBI MultiCap | SBI SMALL CAP |
|---|---|---|---|---|---|
| BANDHAN Small CapSmall Cap | itself | BANDHAN Small Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | BANDHAN Small Cap and Axis Multicap share 10% of their portfolios | BANDHAN Small Cap and SBI MultiCap share 6% of their portfolios | BANDHAN Small Cap and SBI SMALL CAP share 4% of their portfolios |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and BANDHAN Small Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and Axis Multicap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and SBI MultiCap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and SBI SMALL CAP: no portfolio disclosed for Kotak Multi Cap |
| Axis MulticapMulti Cap | Axis Multicap and BANDHAN Small Cap share 10% of their portfolios | Axis Multicap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Axis Multicap and SBI MultiCap share 24% of their portfolios | Axis Multicap and SBI SMALL CAP share 8% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and BANDHAN Small Cap share 6% of their portfolios | SBI MultiCap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | SBI MultiCap and Axis Multicap share 24% of their portfolios | itself | SBI MultiCap and SBI SMALL CAP share 17% of their portfolios |
| SBI SMALL CAPSmall Cap | SBI SMALL CAP and BANDHAN Small Cap share 4% of their portfolios | SBI SMALL CAP and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | SBI SMALL CAP and Axis Multicap share 8% of their portfolios | SBI SMALL CAP and SBI MultiCap share 17% of their portfolios | itself |
Closest pair: Axis Multicap Fund and SBI MultiCap Fund share 24% 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 Multi 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 | Kotak Multi Cap | Axis Multicap | SBI MultiCap | SBI SMALL CAP |
|---|---|---|---|---|---|
| Category | Small Cap | Multi Cap | Multi Cap | Multi Cap | Small Cap |
| Fund house | Bandhan AMC Limited | Kotak Mahindra Asset Management Company Limited. | Axis Asset Management Co. Ltd. | SBI Funds Management Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 75% of 44 | 100% of 24 | 100% of 22 | 0% of 19 | 49% of 109 |
| Regular plan costs more than Direct by, a year P5 | 2.00% points | 1.62% points | 1.45% points | 1.00% points | 1.31% points |
| Portfolio turned over a year P1 | 68% | not measured | 96% | 85% | 54% |
| Run by P7 | Kirthi Jain · ≥ 2.8 yrs | not known | not known | Bectors Food · ≥ 3 mo | R Srinivasan · ≥ 3 mo |
| 1-year return | 10.4% | 4.2% | 9.8% | −0.6% | 6.6% |
| 3 years p.a. | 25.3% | 17.3% | 20.0% | 13.3% | 12.3% |
| 5 years p.a. | 20.0% | — | — | — | 14.2% |
| Deepest fall (max drawdown) | −22.8% | −21.0% | −18.1% | −15.1% | −22.4% |
| Assets (AUM) | ₹31,103 Cr | ₹25,937 Cr | ₹9,775 Cr | ₹24,138 Cr | ₹39,942 Cr |
| Disclosed history | 4.3 yrs | — | 5.2 yrs | 3.7 yrs | 5.8 yrs |
| Holdings · top ten weight | 265 · 30% | none disclosed | 114 · 23% | 72 · 30% | 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.