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
| Quantum Value | HSBC Value | |
|---|---|---|
| Quantum Value | itself | 20% |
| HSBC Value | 20% | itself |
Most alike: Quantum Value Fund and HSBC Value Fund share 20% 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 | Quantum Value | HSBC Value |
|---|---|---|
| Category | Value | Value |
| Share of three-year stretches it beat its category P4 | 17% of 109 | 100% of 11 |
| Regular plan costs more than Direct by, a year P5 | 0.64% | 1.12% |
| Portfolio turned over a year P1 | 47% | 75% |
| Run by P7 | George Thomas · 4.4 yrs | Venugopal Manghat · 14 yrs |
| 1-year return | −7.3% | 2.4% |
| 3 years p.a. | 9.3% | 15.9% |
| 5 years p.a. | 9.5% | — |
| Deepest fall (max drawdown) | −15.9% | −19.6% |
| Assets (AUM) | ₹1,132 Cr | ₹15,373 Cr |
| Disclosed history | 14 yrs | 3.8 yrs |
| Holdings · top ten weight | 35 · 44% | 86 · 32% |
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.