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 Medium Term | Axis Medium Term | |
|---|---|---|
| HDFC Medium Term | itself | 13% |
| Axis Medium Term | 13% | itself |
Most alike: HDFC Medium Term Fund and Axis Medium Term Fund share 13% 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 Medium Term | Axis Medium Term |
|---|---|---|
| Category | Medium Term | Medium Term |
| Share of three-year stretches it beat its category P4 | 72% of 109 | 95% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.73% | 0.78% |
| Portfolio turned over a year P1 | not measured | 2% |
| Run by P7 | not known | not known |
| 1-year return | 6.6% | 6.8% |
| 3 years p.a. | 7.8% | 8.3% |
| 5 years p.a. | 6.8% | 7.3% |
| Deepest fall (max drawdown) | −0.6% | −0.7% |
| Assets (AUM) | ₹3,601 Cr | ₹2,085 Cr |
| Disclosed history | 1 mo | 5.9 yrs |
| Holdings · top ten weight | 66 · 34% | 82 · 37% |
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.