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
| LIC MF Children's | SBI Children's Fund - Investment Plan | |
|---|---|---|
| LIC MF Children's | itself | 2% |
| SBI Children's Fund - Investment Plan | 2% | itself |
Most alike: LIC MF Children's Fund and SBI Children's Fund - Investment Plan share 2% 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 | LIC MF Children's | SBI Children's Fund - Investment Plan |
|---|---|---|
| Category | Children's | Children's |
| Share of three-year stretches it beat its category P4 | 0% of 109 | 100% of 36 |
| Regular plan costs more than Direct by, a year P5 | 0.93% | 1.61% |
| Portfolio turned over a year P1 | 115% | 83% |
| Run by P7 | Pratik Shroff · ≥ 7 mo | Lokesh Mallya · ≥ 3 mo |
| 1-year return | 5.0% | 13.5% |
| 3 years p.a. | 9.7% | 21.1% |
| 5 years p.a. | 8.1% | 19.7% |
| Deepest fall (max drawdown) | −19.5% | −15.7% |
| Assets (AUM) | ₹16 Cr | ₹7,317 Cr |
| Disclosed history | 10 yrs | 3.8 yrs |
| Holdings · top ten weight | 38 · 46% | 42 · 45% |
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.