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
| Aditya Birla Sun Life Aggressive Hybrid | HDFC Aggressive Hybrid | |
|---|---|---|
| Aditya Birla Sun Life Aggressive Hybrid | itself | 35% |
| HDFC Aggressive Hybrid | 35% | itself |
Most alike: Aditya Birla Sun Life Aggressive Hybrid Fund and HDFC Aggressive Hybrid Fund share 35% 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 | Aditya Birla Sun Life Aggressive Hybrid | HDFC Aggressive Hybrid |
|---|---|---|
| Category | Aggressive Hybrid | Aggressive Hybrid |
| Share of three-year stretches it beat its category P4 | 17% of 109 | 28% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.00% | 0.72% |
| Portfolio turned over a year P1 | 38% | not measured |
| Run by P7 | Chanchal Khandelwal · ≥ 6 mo | not known |
| 1-year return | −0.2% | −4.5% |
| 3 years p.a. | 10.0% | 6.5% |
| 5 years p.a. | 8.1% | 8.3% |
| Deepest fall (max drawdown) | −13.3% | −12.6% |
| Assets (AUM) | ₹7,145 Cr | ₹22,488 Cr |
| Disclosed history | 11 yrs | 1 mo |
| Holdings · top ten weight | 171 · 32% | 139 · 35% |
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.