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 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 | Axis Multicap | Quant Small Cap | HDFC Flexi Cap | SBI MultiCap | Quant Multi Cap |
|---|---|---|---|---|---|
| Axis MulticapMulti Cap | itself | Axis Multicap and Quant Small Cap share 10% of their portfolios | Axis Multicap and HDFC Flexi Cap share 28% of their portfolios | Axis Multicap and SBI MultiCap share 24% of their portfolios | Axis Multicap and Quant Multi Cap share 10% of their portfolios |
| Quant Small CapSmall Cap | Quant Small Cap and Axis Multicap share 10% of their portfolios | itself | Quant Small Cap and HDFC Flexi Cap share 4% of their portfolios | Quant Small Cap and SBI MultiCap share 10% of their portfolios | Quant Small Cap and Quant Multi Cap share 36% of their portfolios |
| HDFC Flexi CapFlexi Cap | HDFC Flexi Cap and Axis Multicap share 28% of their portfolios | HDFC Flexi Cap and Quant Small Cap share 4% of their portfolios | itself | HDFC Flexi Cap and SBI MultiCap share 26% of their portfolios | HDFC Flexi Cap and Quant Multi Cap share 8% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and Axis Multicap share 24% of their portfolios | SBI MultiCap and Quant Small Cap share 10% of their portfolios | SBI MultiCap and HDFC Flexi Cap share 26% of their portfolios | itself | SBI MultiCap and Quant Multi Cap share 13% of their portfolios |
| Quant Multi CapMulti Cap | Quant Multi Cap and Axis Multicap share 10% of their portfolios | Quant Multi Cap and Quant Small Cap share 36% of their portfolios | Quant Multi Cap and HDFC Flexi Cap share 8% of their portfolios | Quant Multi Cap and SBI MultiCap share 13% of their portfolios | itself |
Closest pair: Quant Small Cap Fund and Quant Multi Cap Fund share 36% 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 | Axis Multicap | Quant Small Cap | HDFC Flexi Cap | SBI MultiCap | Quant Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Small Cap | Flexi Cap | Multi Cap | Multi Cap |
| Fund house | Axis Asset Management Co. Ltd. | quant Money Managers Limited | HDFC Asset Management Company Limited | SBI Funds Management Limited | quant Money Managers Limited |
| Share of three-year stretches it beat its category P4 | 100% of 22 | 69% of 109 | 68% of 109 | 0% of 19 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.45% points | 0.84% points | 0.81% points | 1.00% points | 0.93% points |
| Portfolio turned over a year P1 | 96% | 75% | 48% | 85% | 88% |
| Run by P7 | not known | Ankit Pande · ≥ 2.5 yrs | not known | Bectors Food · ≥ 3 mo | Ankit Pande · ≥ 2.5 yrs |
| 1-year return | 9.8% | 12.7% | 0.7% | −0.6% | 4.9% |
| 3 years p.a. | 20.0% | 18.5% | 15.8% | 13.3% | 10.5% |
| 5 years p.a. | — | 19.2% | 16.6% | — | 11.7% |
| Deepest fall (max drawdown) | −18.1% | −24.4% | −13.3% | −15.1% | −25.3% |
| Assets (AUM) | ₹9,775 Cr | ₹34,069 Cr | ₹1.13 lakh Cr | ₹24,138 Cr | ₹7,717 Cr |
| Disclosed history | 5.2 yrs | 7.5 yrs | 2.4 yrs | 3.7 yrs | 6.9 yrs |
| Holdings · top ten weight | 114 · 23% | 120 · 43% | 86 · 44% | 72 · 30% | 74 · 53% |
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.