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.
3 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 | Nippon India Large Cap | SBI Large Cap |
|---|---|---|---|
| HSBC Small CapSmall Cap | itself | HSBC Small Cap and Nippon India Large Cap share 2% of their portfolios | HSBC Small Cap and SBI Large Cap share 0% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and HSBC Small Cap share 2% of their portfolios | itself | Nippon India Large Cap and SBI Large Cap share 51% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and HSBC Small Cap share 0% of their portfolios | SBI Large Cap and Nippon India Large Cap share 51% of their portfolios | itself |
Closest pair: Nippon India Large Cap Fund and SBI Large Cap Fund share 51% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | Nippon India Large Cap | SBI Large Cap |
|---|---|---|---|
| Category | Small Cap | Large Cap | Large Cap |
| Fund house | HSBC Asset Management (India) Private Ltd. | Nippon Life India Asset Management Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 0% of 11 | 73% of 109 | 45% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.21% points | 1.01% points | 0.93% points |
| Portfolio turned over a year P1 | 83% | 57% | 59% |
| Run by P7 | Venugopal Manghat · 6.7 yrs | Sailesh Raj Bhan · 19 yrs | Saurabh Pant · ≥ 3 mo |
| 1-year return | 12.5% | −4.7% | −1.6% |
| 3 years p.a. | 15.6% | 11.1% | 9.2% |
| 5 years p.a. | — | 12.8% | 9.0% |
| Deepest fall (max drawdown) | −27.2% | −15.4% | −15.4% |
| Assets (AUM) | ₹19,076 Cr | ₹52,344 Cr | ₹55,417 Cr |
| Disclosed history | 3.8 yrs | 13 yrs | 5.8 yrs |
| Holdings · top ten weight | 115 · 20% | 69 · 45% | 57 · 47% |
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.