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 Focused | Axis Focused | |
|---|---|---|
| HDFC Focused | itself | 32% |
| Axis Focused | 32% | itself |
Most alike: HDFC Focused Fund and Axis Focused Fund share 32% 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 Focused | Axis Focused |
|---|---|---|
| Category | Focused | Focused |
| Share of three-year stretches it beat its category P4 | 49% of 109 | 42% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.20% | 1.26% |
| Portfolio turned over a year P1 | 54% | 70% |
| Run by P7 | not known | not known |
| 1-year return | −1.6% | 0.8% |
| 3 years p.a. | 15.4% | 10.8% |
| 5 years p.a. | 18.0% | 4.5% |
| Deepest fall (max drawdown) | −14.0% | −18.1% |
| Assets (AUM) | ₹28,104 Cr | ₹10,765 Cr |
| Disclosed history | 10 mo | 5.9 yrs |
| Holdings · top ten weight | 33 · 55% | 30 · 56% |
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.