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
| SBI FOCUSED | HDFC Focused | |
|---|---|---|
| SBI FOCUSED | itself | 24% |
| HDFC Focused | 24% | itself |
Most alike: SBI FOCUSED FUND and HDFC Focused Fund share 24% 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 | SBI FOCUSED | HDFC Focused |
|---|---|---|
| Category | Focused | Focused |
| Share of three-year stretches it beat its category P4 | 63% of 109 | 49% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.06% | 1.20% |
| Portfolio turned over a year P1 | 69% | 54% |
| Run by P7 | R Srinivasan · ≥ 3 mo | not known |
| 1-year return | 10.6% | −1.6% |
| 3 years p.a. | 15.8% | 15.4% |
| 5 years p.a. | 11.8% | 18.0% |
| Deepest fall (max drawdown) | −12.9% | −14.0% |
| Assets (AUM) | ₹50,084 Cr | ₹28,104 Cr |
| Disclosed history | 1.3 yrs | 10 mo |
| Holdings · top ten weight | 31 · 58% | 33 · 55% |
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.