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 Childrens | SBI Children's Fund - Investment Plan | |
|---|---|---|
| Tata Childrens | itself | 7% |
| SBI Children's Fund - Investment Plan | 7% | itself |
Most alike: Tata Childrens Fund and SBI Children's Fund - Investment Plan share 7% 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 Childrens | SBI Children's Fund - Investment Plan |
|---|---|---|
| Category | Children's | Children's |
| Share of three-year stretches it beat its category P4 | 42% 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 | 39% | 83% |
| Run by P7 | Rahul Singh · ≥ 9 mo | Lokesh Mallya · ≥ 3 mo |
| 1-year return | −9.6% | 13.5% |
| 3 years p.a. | 4.6% | 21.1% |
| 5 years p.a. | 6.4% | 19.7% |
| Deepest fall (max drawdown) | −22.1% | −15.7% |
| Assets (AUM) | ₹338 Cr | ₹7,317 Cr |
| Disclosed history | 14 yrs | 3.8 yrs |
| Holdings · top ten weight | 54 · 39% | 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.