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 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 Flexi Cap | Nippon India Small Cap | SBI SMALL CAP |
|---|---|---|---|---|
| HSBC Small CapSmall Cap | itself | HSBC Small Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | HSBC Small Cap and Nippon India Small Cap share 21% of their portfolios | HSBC Small Cap and SBI SMALL CAP share 17% of their portfolios |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and HSBC Small Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Kotak Flexi Cap and Nippon India Small Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and SBI SMALL CAP: no portfolio disclosed for Kotak Flexi Cap |
| Nippon India Small CapSmall Cap | Nippon India Small Cap and HSBC Small Cap share 21% of their portfolios | Nippon India Small Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Nippon India Small Cap and SBI SMALL CAP share 10% of their portfolios |
| SBI SMALL CAPSmall Cap | SBI SMALL CAP and HSBC Small Cap share 17% of their portfolios | SBI SMALL CAP and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | SBI SMALL CAP and Nippon India Small Cap share 10% of their portfolios | itself |
Closest pair: HSBC Small Cap Fund and Nippon India Small Cap Fund share 21% 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 Flexi Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, 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 Flexi Cap | Nippon India Small Cap | SBI SMALL CAP |
|---|---|---|---|---|
| Category | Small Cap | Flexi Cap | Small Cap | Small Cap |
| Fund house | HSBC Asset Management (India) Private Ltd. | Kotak Mahindra Asset Management Company Limited. | Nippon Life India Asset Management Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 0% of 11 | 45% of 109 | 90% of 109 | 49% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.21% points | 1.09% points | 1.10% points | 1.31% points |
| Portfolio turned over a year P1 | 83% | not measured | 68% | 54% |
| Run by P7 | Venugopal Manghat · 6.7 yrs | not known | Samir Rachh · 9.6 yrs | R Srinivasan · ≥ 3 mo |
| 1-year return | 12.5% | −1.6% | 8.9% | 6.6% |
| 3 years p.a. | 15.6% | 11.5% | 16.1% | 12.3% |
| 5 years p.a. | — | 10.6% | 19.0% | 14.2% |
| Deepest fall (max drawdown) | −27.2% | −16.3% | −24.2% | −22.4% |
| Assets (AUM) | ₹19,076 Cr | ₹54,857 Cr | ₹76,236 Cr | ₹39,942 Cr |
| Disclosed history | 3.8 yrs | — | 14 yrs | 5.8 yrs |
| Holdings · top ten weight | 115 · 20% | none disclosed | 257 · 16% | 73 · 37% |
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.