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
| Kotak Aggressive Hybrid | SBI AGGRESSIVE HYBRID | |
|---|---|---|
| Kotak Aggressive Hybrid | itself | 0% |
| SBI AGGRESSIVE HYBRID | 0% | itself |
Most alike: Kotak Aggressive Hybrid Fund and SBI AGGRESSIVE HYBRID FUND share 0% 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 | Kotak Aggressive Hybrid | SBI AGGRESSIVE HYBRID |
|---|---|---|
| Category | Aggressive Hybrid | Aggressive Hybrid |
| Share of three-year stretches it beat its category P4 | 87% of 107 | 60% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.52% | 0.91% |
| Portfolio turned over a year P1 | not measured | 49% |
| Run by P7 | not known | R Srinivasan · ≥ 3 mo |
| 1-year return | 2.7% | 2.3% |
| 3 years p.a. | 13.0% | 12.0% |
| 5 years p.a. | 12.1% | 9.6% |
| Deepest fall (max drawdown) | −14.6% | −9.9% |
| Assets (AUM) | ₹8,650 Cr | ₹88,060 Cr |
| Disclosed history | — | 5.8 yrs |
| Holdings · top ten weight | — · — | 114 · 36% |
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.