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
| Sundaram Value | Bandhan Value | |
|---|---|---|
| Sundaram Value | itself | 37% |
| Bandhan Value | 37% | itself |
Most alike: Sundaram Value Fund and Bandhan Value Fund share 37% 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 | Sundaram Value | Bandhan Value |
|---|---|---|
| Category | Value | Value |
| Share of three-year stretches it beat its category P4 | 17% of 109 | 67% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.54% | 1.17% |
| Portfolio turned over a year P1 | 62% | 68% |
| Run by P7 | Shalav Saket · 6 mo | Daylynn Pinto · ≥ 3.5 yrs |
| 1-year return | −6.5% | −1.1% |
| 3 years p.a. | 6.6% | 10.4% |
| 5 years p.a. | 7.8% | 12.8% |
| Deepest fall (max drawdown) | −15.9% | −17.9% |
| Assets (AUM) | ₹1,302 Cr | ₹10,051 Cr |
| Disclosed history | 1.0 yrs | 4.9 yrs |
| Holdings · top ten weight | 49 · 44% | 68 · 47% |
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.