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 | Motilal Oswal Midcap | Nippon India Growth Mid Cap | HDFC Small Cap | BANDHAN Small Cap |
|---|---|---|---|---|---|
| HSBC Small CapSmall Cap | itself | HSBC Small Cap and Motilal Oswal Midcap share 5% of their portfolios | HSBC Small Cap and Nippon India Growth Mid Cap share 15% 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 |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and HSBC Small Cap share 5% of their portfolios | itself | Motilal Oswal Midcap and Nippon India Growth Mid Cap share 19% of their portfolios | Motilal Oswal Midcap and HDFC Small Cap share 0% of their portfolios | Motilal Oswal Midcap and BANDHAN Small Cap share 3% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and HSBC Small Cap share 15% of their portfolios | Nippon India Growth Mid Cap and Motilal Oswal Midcap share 19% of their portfolios | itself | Nippon India Growth Mid Cap and HDFC Small Cap share 6% of their portfolios | Nippon India Growth Mid Cap and BANDHAN Small Cap share 10% of their portfolios |
| HDFC Small CapSmall Cap | HDFC Small Cap and HSBC Small Cap share 11% of their portfolios | HDFC Small Cap and Motilal Oswal Midcap share 0% of their portfolios | HDFC Small Cap and Nippon India Growth Mid Cap share 6% 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 Motilal Oswal Midcap share 3% of their portfolios | BANDHAN Small Cap and Nippon India Growth Mid Cap share 10% of their portfolios | BANDHAN Small Cap and HDFC Small Cap share 6% of their portfolios | itself |
Closest pair: Motilal Oswal Midcap Fund and Nippon India Growth Mid Cap Fund share 19% 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 | HSBC Small Cap | Motilal Oswal Midcap | Nippon India Growth Mid Cap | HDFC Small Cap | BANDHAN Small Cap |
|---|---|---|---|---|---|
| Category | Small Cap | Mid Cap | Mid Cap | Small Cap | Small Cap |
| Fund house | HSBC Asset Management (India) Private Ltd. | Motilal Oswal Asset Management Company Limited | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited | Bandhan AMC Limited |
| Share of three-year stretches it beat its category P4 | 0% of 11 | 54% of 109 | 87% of 109 | 63% of 109 | 75% of 44 |
| Regular plan costs more than Direct by, a year P5 | 1.21% points | 1.37% points | 0.86% points | 1.25% points | 2.00% points |
| Portfolio turned over a year P1 | 83% | 92% | 52% | 46% | 68% |
| Run by P7 | Venugopal Manghat · 6.7 yrs | Rakesh Shetty · 3.8 yrs | Rupesh Patel · 3.6 yrs | not known | Kirthi Jain · ≥ 2.8 yrs |
| 1-year return | 12.5% | −0.5% | 7.0% | −2.6% | 10.4% |
| 3 years p.a. | 15.6% | 19.5% | 18.6% | 11.3% | 25.3% |
| 5 years p.a. | — | 21.1% | 18.0% | 14.8% | 20.0% |
| Deepest fall (max drawdown) | −27.2% | −28.9% | −19.9% | −22.6% | −22.8% |
| Assets (AUM) | ₹19,076 Cr | ₹41,706 Cr | ₹48,143 Cr | ₹42,162 Cr | ₹31,103 Cr |
| Disclosed history | 3.8 yrs | 4.0 yrs | 14 yrs | 2.4 yrs | 4.3 yrs |
| Holdings · top ten weight | 115 · 20% | 32 · 54% | 105 · 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.