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.
4 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 | Mahindra Manulife Multi Cap | HDFC Small Cap | ICICI Prudential Multi Cap |
|---|---|---|---|---|
| HDFC Multi CapMulti Cap | itself | HDFC Multi Cap and Mahindra Manulife Multi Cap share 21% of their portfolios | HDFC Multi Cap and HDFC Small Cap share 10% of their portfolios | HDFC Multi Cap and ICICI Prudential Multi Cap share 17% of their portfolios |
| Mahindra Manulife Multi CapMulti Cap | Mahindra Manulife Multi Cap and HDFC Multi Cap share 21% of their portfolios | itself | Mahindra Manulife Multi Cap and HDFC Small Cap share 1% of their portfolios | Mahindra Manulife Multi Cap and ICICI Prudential Multi Cap share 16% of their portfolios |
| HDFC Small CapSmall Cap | HDFC Small Cap and HDFC Multi Cap share 10% of their portfolios | HDFC Small Cap and Mahindra Manulife Multi Cap share 1% of their portfolios | itself | HDFC Small Cap and ICICI Prudential Multi Cap share 5% of their portfolios |
| ICICI Prudential Multi CapMulti Cap | ICICI Prudential Multi Cap and HDFC Multi Cap share 17% of their portfolios | ICICI Prudential Multi Cap and Mahindra Manulife Multi Cap share 16% of their portfolios | ICICI Prudential Multi Cap and HDFC Small Cap share 5% of their portfolios | itself |
Closest pair: HDFC Multi Cap Fund and Mahindra Manulife Multi Cap Fund share 21% 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 | HDFC Multi Cap | Mahindra Manulife Multi Cap | HDFC Small Cap | ICICI Prudential Multi Cap |
|---|---|---|---|---|
| Category | Multi Cap | Multi Cap | Small Cap | Multi Cap |
| Fund house | HDFC Asset Management Company Limited | Mahindra Manulife Investment Management Pvt Ltd | HDFC Asset Management Company Limited | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 73% of 22 | 99% of 77 | 63% of 109 | 49% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.30% points | 2.04% points | 1.25% points | 1.03% points |
| Portfolio turned over a year P1 | 79% | 151% | 46% | 108% |
| Run by P7 | not known | Vishal Jajoo · 10 mo | not known | Lalit Kumar · 1.1 yrs |
| 1-year return | −2.2% | 12.5% | −2.6% | 6.8% |
| 3 years p.a. | 12.0% | 17.9% | 11.3% | 15.9% |
| 5 years p.a. | — | 16.0% | 14.8% | 15.0% |
| Deepest fall (max drawdown) | −20.2% | −20.2% | −22.6% | −17.3% |
| Assets (AUM) | ₹20,765 Cr | ₹7,471 Cr | ₹42,162 Cr | ₹19,305 Cr |
| Disclosed history | 2.4 yrs | 9.4 yrs | 2.4 yrs | 11 yrs |
| Holdings · top ten weight | 127 · 23% | 73 · 38% | 87 · 35% | 167 · 24% |
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.