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.
3 of 6 chosen
The largest fund in each of these kinds, to start from — or search above:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Sundaram Balanced Advantage Fund Regular Plan Growth Option | Nippon India Small Cap | HDFC Mid Cap |
|---|---|---|---|
| Sundaram Balanced Advantage Fund Regular Plan Growth OptionUncategorised | itself | Sundaram Balanced Advantage Fund Regular Plan Growth Option and Nippon India Small Cap: no portfolio disclosed for Sundaram Balanced Advantage Fund Regular Plan Growth Option | Sundaram Balanced Advantage Fund Regular Plan Growth Option and HDFC Mid Cap: no portfolio disclosed for Sundaram Balanced Advantage Fund Regular Plan Growth Option |
| Nippon India Small CapSmall Cap | Nippon India Small Cap and Sundaram Balanced Advantage Fund Regular Plan Growth Option: no portfolio disclosed for Sundaram Balanced Advantage Fund Regular Plan Growth Option | itself | Nippon India Small Cap and HDFC Mid Cap share 11% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Sundaram Balanced Advantage Fund Regular Plan Growth Option: no portfolio disclosed for Sundaram Balanced Advantage Fund Regular Plan Growth Option | HDFC Mid Cap and Nippon India Small Cap share 11% of their portfolios | itself |
Closest pair: Nippon India Small Cap Fund and HDFC Mid Cap Fund share 11% 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.
Sundaram Balanced Advantage Fund Regular Plan Growth Option 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 | Sundaram Balanced Advantage Fund Regular Plan Growth Option | Nippon India Small Cap | HDFC Mid Cap |
|---|---|---|---|
| Category | Uncategorised | Small Cap | Mid Cap |
| Fund house | Sundaram Asset Management Company Ltd | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | not measured | 90% of 109 | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 1.10% points | 0.92% points |
| Portfolio turned over a year P1 | not measured | 68% | 38% |
| Run by P7 | not known | Samir Rachh · 9.6 yrs | not known |
| 1-year return | 14.9% | 8.9% | 6.6% |
| 3 years p.a. | — | 16.1% | 17.6% |
| 5 years p.a. | — | 19.0% | 18.9% |
| Deepest fall (max drawdown) | not computed | −24.2% | −16.8% |
| Assets (AUM) | ₹1,019 Cr | ₹76,236 Cr | ₹1.07 lakh Cr |
| Disclosed history | — | 14 yrs | 10 mo |
| Holdings · top ten weight | none disclosed | 257 · 16% | 81 · 37% |
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.