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 | Axis Multicap | HSBC Small Cap | Nippon India Multi Cap | Quant Multi Cap |
|---|---|---|---|---|
| Axis MulticapMulti Cap | itself | Axis Multicap and HSBC Small Cap share 24% of their portfolios | Axis Multicap and Nippon India Multi Cap share 32% of their portfolios | Axis Multicap and Quant Multi Cap share 10% of their portfolios |
| HSBC Small CapSmall Cap | HSBC Small Cap and Axis Multicap share 24% of their portfolios | itself | HSBC Small Cap and Nippon India Multi Cap share 9% of their portfolios | HSBC Small Cap and Quant Multi Cap share 3% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and Axis Multicap share 32% of their portfolios | Nippon India Multi Cap and HSBC Small Cap share 9% of their portfolios | itself | Nippon India Multi Cap and Quant Multi Cap share 7% of their portfolios |
| Quant Multi CapMulti Cap | Quant Multi Cap and Axis Multicap share 10% of their portfolios | Quant Multi Cap and HSBC Small Cap share 3% of their portfolios | Quant Multi Cap and Nippon India Multi Cap share 7% of their portfolios | itself |
Closest pair: Axis Multicap Fund and Nippon India Multi Cap Fund share 32% 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 | HSBC Small Cap | Nippon India Multi Cap | Quant Multi Cap |
|---|---|---|---|---|
| Category | Multi Cap | Small Cap | Multi Cap | Multi Cap |
| Fund house | Axis Asset Management Co. Ltd. | HSBC Asset Management (India) Private Ltd. | Nippon Life India Asset Management Limited | quant Money Managers Limited |
| Share of three-year stretches it beat its category P4 | 100% of 22 | 0% of 11 | 50% of 109 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.45% points | 1.21% points | 0.84% points | 0.93% points |
| Portfolio turned over a year P1 | 96% | 83% | 66% | 88% |
| Run by P7 | not known | Venugopal Manghat · 6.7 yrs | Sailesh Raj Bhan · 21 yrs | Ankit Pande · ≥ 2.5 yrs |
| 1-year return | 9.8% | 12.5% | −1.4% | 4.9% |
| 3 years p.a. | 20.0% | 15.6% | 13.5% | 10.5% |
| 5 years p.a. | — | — | 16.4% | 11.7% |
| Deepest fall (max drawdown) | −18.1% | −27.2% | −18.6% | −25.3% |
| Assets (AUM) | ₹9,775 Cr | ₹19,076 Cr | ₹53,760 Cr | ₹7,717 Cr |
| Disclosed history | 5.2 yrs | 3.8 yrs | 14 yrs | 6.9 yrs |
| Holdings · top ten weight | 114 · 23% | 115 · 20% | 123 · 29% | 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.