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 Small 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 | HSBC Small Cap | Kotak Mid Cap | Axis Small Cap | HDFC Small Cap | BANDHAN Small Cap |
|---|---|---|---|---|---|
| HSBC Small CapSmall Cap | itself | HSBC Small Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HSBC Small Cap and Axis Small Cap share 28% of their portfolios | HSBC Small Cap and HDFC Small Cap share 11% of their portfolios | HSBC Small Cap and BANDHAN Small Cap share 9% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and HSBC Small Cap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and Axis Small Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and HDFC Small Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and BANDHAN Small Cap: no portfolio disclosed for Kotak Mid Cap |
| Axis Small CapSmall Cap | Axis Small Cap and HSBC Small Cap share 28% of their portfolios | Axis Small Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | Axis Small Cap and HDFC Small Cap share 11% of their portfolios | Axis Small Cap and BANDHAN Small Cap share 12% of their portfolios |
| HDFC Small CapSmall Cap | HDFC Small Cap and HSBC Small Cap share 11% of their portfolios | HDFC Small Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Small Cap and Axis Small Cap share 11% of their portfolios | itself | HDFC Small Cap and BANDHAN Small Cap share 6% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and HSBC Small Cap share 9% of their portfolios | BANDHAN Small Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | BANDHAN Small Cap and Axis Small Cap share 12% of their portfolios | BANDHAN Small Cap and HDFC Small Cap share 6% of their portfolios | itself |
Closest pair: HSBC Small Cap Fund and Axis Small Cap Fund share 28% 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.
Kotak Mid Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, not a finding about the fund.
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 | HSBC Small Cap | Kotak Mid Cap | Axis Small Cap | HDFC Small Cap | BANDHAN Small Cap |
|---|---|---|---|---|---|
| Category | Small Cap | Mid Cap | Small Cap | Small Cap | Small Cap |
| Fund house | HSBC Asset Management (India) Private Ltd. | Kotak Mahindra Asset Management Company Limited. | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | Bandhan AMC Limited |
| Share of three-year stretches it beat its category P4 | 0% of 11 | 83% of 109 | 42% of 109 | 63% of 109 | 75% of 44 |
| Regular plan costs more than Direct by, a year P5 | 1.21% points | 1.44% points | 1.44% points | 1.25% points | 2.00% points |
| Portfolio turned over a year P1 | 83% | not measured | 63% | 46% | 68% |
| Run by P7 | Venugopal Manghat · 6.7 yrs | not known | not known | not known | Kirthi Jain · ≥ 2.8 yrs |
| 1-year return | 12.5% | 4.8% | 10.0% | −2.6% | 10.4% |
| 3 years p.a. | 15.6% | 18.1% | 16.2% | 11.3% | 25.3% |
| 5 years p.a. | — | 16.8% | 16.4% | 14.8% | 20.0% |
| Deepest fall (max drawdown) | −27.2% | −20.9% | −19.4% | −22.6% | −22.8% |
| Assets (AUM) | ₹19,076 Cr | ₹64,136 Cr | ₹27,535 Cr | ₹42,162 Cr | ₹31,103 Cr |
| Disclosed history | 3.8 yrs | — | 5.9 yrs | 2.4 yrs | 4.3 yrs |
| Holdings · top ten weight | 115 · 20% | none disclosed | 132 · 25% | 87 · 35% | 265 · 30% |
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.