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 | HSBC Small Cap | SBI MultiCap | HDFC Multi Cap |
|---|---|---|---|---|---|
| Axis MulticapMulti Cap | itself | Axis Multicap and Quant Small Cap share 10% of their portfolios | Axis Multicap and HSBC Small Cap share 24% of their portfolios | Axis Multicap and SBI MultiCap share 24% of their portfolios | Axis Multicap and HDFC Multi Cap share 34% of their portfolios |
| Quant Small CapSmall Cap | Quant Small Cap and Axis Multicap share 10% of their portfolios | itself | Quant Small Cap and HSBC Small Cap share 7% of their portfolios | Quant Small Cap and SBI MultiCap share 10% of their portfolios | Quant Small Cap and HDFC Multi Cap share 5% of their portfolios |
| HSBC Small CapSmall Cap | HSBC Small Cap and Axis Multicap share 24% of their portfolios | HSBC Small Cap and Quant Small Cap share 7% of their portfolios | itself | HSBC Small Cap and SBI MultiCap share 9% of their portfolios | HSBC Small Cap and HDFC Multi Cap share 10% 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 HSBC Small Cap share 9% of their portfolios | itself | SBI MultiCap and HDFC Multi Cap share 22% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and Axis Multicap share 34% of their portfolios | HDFC Multi Cap and Quant Small Cap share 5% of their portfolios | HDFC Multi Cap and HSBC Small Cap share 10% of their portfolios | HDFC Multi Cap and SBI MultiCap share 22% of their portfolios | itself |
Closest pair: Axis Multicap Fund and HDFC Multi Cap Fund share 34% 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 | HSBC Small Cap | SBI MultiCap | HDFC Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Small Cap | Small Cap | Multi Cap | Multi Cap |
| Fund house | Axis Asset Management Co. Ltd. | quant Money Managers Limited | HSBC Asset Management (India) Private Ltd. | SBI Funds Management Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 100% of 22 | 69% of 109 | 0% of 11 | 0% of 19 | 73% of 22 |
| Regular plan costs more than Direct by, a year P5 | 1.45% points | 0.84% points | 1.21% points | 1.00% points | 1.30% points |
| Portfolio turned over a year P1 | 96% | 75% | 83% | 85% | 79% |
| Run by P7 | not known | Ankit Pande · ≥ 2.5 yrs | Venugopal Manghat · 6.7 yrs | Bectors Food · ≥ 3 mo | not known |
| 1-year return | 9.8% | 12.7% | 12.5% | −0.6% | −2.2% |
| 3 years p.a. | 20.0% | 18.5% | 15.6% | 13.3% | 12.0% |
| 5 years p.a. | — | 19.2% | — | — | — |
| Deepest fall (max drawdown) | −18.1% | −24.4% | −27.2% | −15.1% | −20.2% |
| Assets (AUM) | ₹9,775 Cr | ₹34,069 Cr | ₹19,076 Cr | ₹24,138 Cr | ₹20,765 Cr |
| Disclosed history | 5.2 yrs | 7.5 yrs | 3.8 yrs | 3.7 yrs | 2.4 yrs |
| Holdings · top ten weight | 114 · 23% | 120 · 43% | 115 · 20% | 72 · 30% | 127 · 23% |
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.