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 Aggressive Hybrid | ICICI Prudential Aggressive Hybrid | |
|---|---|---|
| HDFC Aggressive Hybrid | itself | 36% |
| ICICI Prudential Aggressive Hybrid | 36% | itself |
Most alike: HDFC Aggressive Hybrid Fund and ICICI Prudential Aggressive Hybrid Fund share 36% 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 Aggressive Hybrid | ICICI Prudential Aggressive Hybrid |
|---|---|---|
| Category | Aggressive Hybrid | Aggressive Hybrid |
| Share of three-year stretches it beat its category P4 | 28% of 109 | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.72% | 0.93% |
| Portfolio turned over a year P1 | not measured | 54% |
| Run by P7 | not known | Manish Banthia · 13 yrs |
| 1-year return | −4.5% | 0.2% |
| 3 years p.a. | 6.5% | 13.3% |
| 5 years p.a. | 8.3% | 14.1% |
| Deepest fall (max drawdown) | −12.6% | −11.2% |
| Assets (AUM) | ₹22,488 Cr | ₹52,683 Cr |
| Disclosed history | 1 mo | 13 yrs |
| Holdings · top ten weight | 139 · 35% | 254 · 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.