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.
Overlap
share of the portfolio the two funds hold in common
| Helios Small Cap | SBI SMALL CAP | |
|---|---|---|
| Helios Small Cap | itself | 10% |
| SBI SMALL CAP | 10% | itself |
Most alike: Helios Small Cap Fund and SBI SMALL CAP FUND share 10% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | Helios Small Cap | SBI SMALL CAP |
|---|---|---|
| Category | Small Cap | Small Cap |
| Share of three-year stretches it beat its category P4 | not measured | 49% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 1.31% |
| Portfolio turned over a year P1 | 134% | 54% |
| Run by P7 | Alok Bahl · 9 mo | R Srinivasan · ≥ 3 mo |
| 1-year return | — | 6.6% |
| 3 years p.a. | — | 12.3% |
| 5 years p.a. | — | 14.2% |
| Deepest fall (max drawdown) | −16.9% | −22.4% |
| Assets (AUM) | ₹1,357 Cr | ₹39,942 Cr |
| Disclosed history | 10 mo | 5.8 yrs |
| Holdings · top ten weight | 96 · 20% | 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.