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
| HDFC Gilt | Bandhan Gilt | |
|---|---|---|
| HDFC Gilt | itself | 11% |
| Bandhan Gilt | 11% | itself |
Most alike: HDFC Gilt Fund and Bandhan Gilt Fund share 11% 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 | HDFC Gilt | Bandhan Gilt |
|---|---|---|
| Category | Gilt | Gilt |
| Share of three-year stretches it beat its category P4 | 14% of 109 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.46% | 0.68% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | not known | Suyash Choudhary · ≥ 2.8 yrs |
| 1-year return | 3.5% | 7.6% |
| 3 years p.a. | 6.3% | 7.9% |
| 5 years p.a. | 5.5% | 6.4% |
| Deepest fall (max drawdown) | −3.0% | −4.1% |
| Assets (AUM) | ₹2,033 Cr | ₹1,971 Cr |
| Disclosed history | 2.3 yrs | 4.9 yrs |
| Holdings · top ten weight | 37 · 77% | 5 · 100% |
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.