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
| Tata Gilt | HDFC Gilt | |
|---|---|---|
| Tata Gilt | itself | 20% |
| HDFC Gilt | 20% | itself |
Most alike: Tata Gilt Fund and HDFC Gilt Fund share 20% 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 | Tata Gilt | HDFC Gilt |
|---|---|---|
| Category | Gilt | Gilt |
| Share of three-year stretches it beat its category P4 | 29% of 109 | 14% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.01% | 0.46% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Akhil Mittal · ≥ 9 mo | not known |
| 1-year return | 3.6% | 3.5% |
| 3 years p.a. | 6.5% | 6.3% |
| 5 years p.a. | 6.0% | 5.5% |
| Deepest fall (max drawdown) | −4.2% | −3.0% |
| Assets (AUM) | ₹918 Cr | ₹2,033 Cr |
| Disclosed history | 11 yrs | 2.3 yrs |
| Holdings · top ten weight | 7 · 100% | 37 · 77% |
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.