Bandhan Small Cap Fund vs HDFC Small Cap Fund
Portfolio overlap: how much of the two funds sits in the same stocks. Holdings as of Aug 2026.
Portfolio overlap
3.8%
Low overlap
Largely different portfolios.
6
Common stocks
93
Only in Bandhan Small Cap Fund
79
Only in HDFC Small Cap Fund
Overlap adds the smaller weight of each common stock. Shares only; cash, bonds and REITs left out.
6 common stocks
Bandhan Small Cap FundHDFC Small Cap Fund| Stock | Bandhan Small Cap Fund | HDFC Small Cap Fund | Overlap |
|---|---|---|---|
| eClerx Services LtdIndustrials | 1.09% | 3.09% | 1.09% |
| Great Eastern Shipping Co. LtdTransportation & Logistics | 0.77% | 1.41% | 0.77% |
| Apar Industries LtdIndustrials | 0.63% | 1.90% | 0.63% |
| Mastek LtdTechnology | 0.57% | 0.66% | 0.57% |
| Redington LtdIndustrials | 0.39% | 1.16% | 0.39% |
| Kirloskar Ferrous Industries LtdMaterials | 0.39% | 0.85% | 0.39% |
| Total | 3.84% | 9.07% | 3.84% |
Only in Bandhan Small Cap Fund
93 stocks, 63.8% of the fund
- REC LtdFinancial Services2.42%
- Sobha LtdReal Estate2.40%
- LT Foods LtdConsumer Staples2.10%
- State Bank Of IndiaFinancial Services1.88%
- Cyient LtdTechnology1.66%
- Cholamandalam Financial Holdings LtdFinancial Services1.63%
- Arvind LtdConsumer Discretionary1.56%
- South Indian Bank LtdFinancial Services1.48%
- Paradeep Phosphates LtdAgriculture1.38%
- PNB Housing Finance LtdFinancial Services1.36%
Only in HDFC Small Cap Fund
79 stocks, 80.6% of the fund
- Firstsource Solutions LtdIndustrials3.71%
- Aster Dm Healthcare LtdHealthcare3.56%
- Gabriel India LtdConsumer Discretionary3.25%
- Bank Of BarodaFinancial Services2.67%
- Indian BankFinancial Services2.08%
- Krishna Institute of Medical Sciences LtdHealthcare2.01%
- Eris Lifesciences LtdHealthcare2.00%
- Federal Bank LtdFinancial Services1.77%
- Pearl Global Industries LtdConsumer Discretionary1.77%
- Sudarshan Chemical Indus. LtdMaterials1.75%
Check another pair
More Small Cap pairs
What is mutual fund portfolio overlap?
Portfolio overlap is the share of two funds' money that sits in the same stocks in the same amounts. Two flexi cap funds that both hold HDFC Bank, ICICI Bank and Reliance overlap by the smaller of their weights in each of those stocks.
How is portfolio overlap calculated?
For every stock both funds hold, take the smaller of the two weights, then add them up. If one fund holds HDFC Bank at 8% and the other at 5%, that stock adds 5% to the overlap. Only shares count; cash, bonds, deposits and REITs are left out. The figures use each fund's latest monthly portfolio disclosure.
Is high overlap between two funds bad?
Not by itself. RuDo studied 33,153 pairs of diversified equity funds over five years to September 2026. Funds from different fund houses with 50% to 70% overlap shared mostly the index's largest stocks, and holding both still made returns swing 12% to 15% less around the index than holding either one. Overlap above 70% came mostly from two funds of the same fund house, which hold nearly the same portfolio.
How often does the overlap change?
Fund houses disclose their portfolios every month, so the overlap is refreshed as each new disclosure arrives. It moves slowly for most diversified funds and faster for focused or high-turnover funds.
Based on each fund's monthly portfolio disclosure. Past performance does not indicate future returns.