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 Medium Term | Franklin India Income Opportunities Fund (no. of segregated portfolios- 2) | |
|---|---|---|
| Tata Medium Term | itself | 0% |
| Franklin India Income Opportunities Fund (no. of segregated portfolios- 2) | 0% | itself |
Most alike: Tata Medium Term Fund and Franklin India Income Opportunities Fund (no. of segregated portfolios- 2) share 0% 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 Medium Term | Franklin India Income Opportunities Fund (no. of segregated portfolios- 2) |
|---|---|---|
| Category | Medium Duration | Medium Duration |
| Share of three-year stretches it beat its category P4 | 7% of 61 | 48% of 52 |
| Regular plan costs more than Direct by, a year P5 | 1.04% | 0.76% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | not known | not known |
| 1-year return | 2.7% | 15.5% |
| 3 years p.a. | 7.4% | 5.5% |
| 5 years p.a. | 3.3% | 6.7% |
| Deepest fall (max drawdown) | not computed | not computed |
| Assets (AUM) | ₹70 Cr | ₹0 Cr |
| Disclosed history | 9.7 yrs | 9.7 yrs |
| Holdings · top ten weight | 22 · 65% | 1 · 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.