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
| HSBC Medium to Long Term | SBI MEDIUM TO LONG TERM | |
|---|---|---|
| HSBC Medium to Long Term | itself | 14% |
| SBI MEDIUM TO LONG TERM | 14% | itself |
Most alike: HSBC Medium to Long Term Fund and SBI MEDIUM TO LONG TERM FUND share 14% 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 | HSBC Medium to Long Term | SBI MEDIUM TO LONG TERM |
|---|---|---|
| Category | Medium to Long Term | Medium to Long Term |
| Share of three-year stretches it beat its category P4 | 0% of 109 | 100% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.87% | 0.72% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Shriram Ramanathan · 3.8 yrs | Mohit Jain · ≥ 1 mo |
| 1-year return | 3.3% | 4.8% |
| 3 years p.a. | 6.4% | 6.9% |
| 5 years p.a. | 5.2% | 6.2% |
| Deepest fall (max drawdown) | −1.7% | −1.3% |
| Assets (AUM) | ₹49 Cr | ₹2,034 Cr |
| Disclosed history | 5.6 yrs | 5.8 yrs |
| Holdings · top ten weight | 21 · 64% | 32 · 60% |
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.