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
Add another Multi 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 | HDFC Multi Cap | DSP Small Cap | Quant Multi Cap |
|---|---|---|---|
| HDFC Multi CapMulti Cap | itself | HDFC Multi Cap and DSP Small Cap share 8% of their portfolios | HDFC Multi Cap and Quant Multi Cap share 7% of their portfolios |
| DSP Small CapSmall Cap | DSP Small Cap and HDFC Multi Cap share 8% of their portfolios | itself | DSP Small Cap and Quant Multi Cap share 1% of their portfolios |
| Quant Multi CapMulti Cap | Quant Multi Cap and HDFC Multi Cap share 7% of their portfolios | Quant Multi Cap and DSP Small Cap share 1% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, HDFC Multi Cap Fund and DSP Small Cap Fund, share 8%. 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.
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 | HDFC Multi Cap | DSP Small Cap | Quant Multi Cap |
|---|---|---|---|
| Category | Multi Cap | Small Cap | Multi Cap |
| Fund house | HDFC Asset Management Company Limited | DSP Asset Managers Private Limited | quant Money Managers Limited |
| Share of three-year stretches it beat its category P4 | 73% of 22 | 22% of 109 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.30% points | 0.92% points | 0.93% points |
| Portfolio turned over a year P1 | 79% | 48% | 88% |
| Run by P7 | not known | Vinit Sambre · ≥ 1.2 yrs | Ankit Pande · ≥ 2.5 yrs |
| 1-year return | −2.2% | 17.8% | 4.9% |
| 3 years p.a. | 12.0% | 18.3% | 10.5% |
| 5 years p.a. | — | 18.1% | 11.7% |
| Deepest fall (max drawdown) | −20.2% | −24.1% | −25.3% |
| Assets (AUM) | ₹20,765 Cr | ₹21,018 Cr | ₹7,717 Cr |
| Disclosed history | 2.4 yrs | 13 yrs | 6.9 yrs |
| Holdings · top ten weight | 127 · 23% | 86 · 39% | 74 · 53% |
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.