Small Cap Mutual Fund Overlap
Overlap Score: 48%
Small Cap funds in India show an average overlap of 48%. Small cap overlap varies widely depending on portfolio construction style.
Key Takeaways
- •Compare funds within the same category before adding a second scheme.
- •Lower overlap pairs can improve diversification without reducing equity exposure.
- •Use stock-level overlap pages for concentration checks.
Lowest Overlap Pairs
- Nippon India Small Cap vs HDFC Small Cap — 31%
- Bandhan Small Cap vs Quant Small Cap — 36%
FAQ
Are all Small Cap funds similar?
No. Overlap varies by manager style, market cap mix, and sector allocation.