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 Multi Cap | Axis Multicap | BANDHAN Small Cap |
|---|---|---|---|---|
| HSBC Small CapSmall Cap | itself | HSBC Small Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HSBC Small Cap and Axis Multicap share 24% of their portfolios | HSBC Small Cap and BANDHAN Small Cap share 9% of their portfolios |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and HSBC Small Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and Axis Multicap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and BANDHAN Small Cap: no portfolio disclosed for Kotak Multi Cap |
| Axis MulticapMulti Cap | Axis Multicap and HSBC Small Cap share 24% of their portfolios | Axis Multicap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Axis Multicap and BANDHAN Small Cap share 10% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and HSBC Small Cap share 9% of their portfolios | BANDHAN Small Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | BANDHAN Small Cap and Axis Multicap share 10% of their portfolios | itself |
Closest pair: HSBC Small Cap Fund and Axis Multicap Fund share 24% 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 Multi 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 Multi Cap | Axis Multicap | BANDHAN Small Cap |
|---|---|---|---|---|
| Category | Small Cap | Multi Cap | Multi Cap | Small Cap |
| Fund house | HSBC Asset Management (India) Private Ltd. | Kotak Mahindra Asset Management Company Limited. | Axis Asset Management Co. Ltd. | Bandhan AMC Limited |
| Share of three-year stretches it beat its category P4 | 0% of 11 | 100% of 24 | 100% of 22 | 75% of 44 |
| Regular plan costs more than Direct by, a year P5 | 1.21% points | 1.62% points | 1.45% points | 2.00% points |
| Portfolio turned over a year P1 | 83% | not measured | 96% | 68% |
| Run by P7 | Venugopal Manghat · 6.7 yrs | not known | not known | Kirthi Jain · ≥ 2.8 yrs |
| 1-year return | 12.5% | 4.2% | 9.8% | 10.4% |
| 3 years p.a. | 15.6% | 17.3% | 20.0% | 25.3% |
| 5 years p.a. | — | — | — | 20.0% |
| Deepest fall (max drawdown) | −27.2% | −21.0% | −18.1% | −22.8% |
| Assets (AUM) | ₹19,076 Cr | ₹25,937 Cr | ₹9,775 Cr | ₹31,103 Cr |
| Disclosed history | 3.8 yrs | — | 5.2 yrs | 4.3 yrs |
| Holdings · top ten weight | 115 · 20% | none disclosed | 114 · 23% | 265 · 30% |
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.