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
| Sundaram Global Brand Theme-Equity Active FOF | Franklin U. S. Opportunities Equity Active Fund of Funds | |
|---|---|---|
| Sundaram Global Brand Theme-Equity Active FOF | itself | 0% |
| Franklin U. S. Opportunities Equity Active Fund of Funds | 0% | itself |
Most alike: Sundaram Global Brand Theme-Equity Active FOF and Franklin U. S. Opportunities Equity Active Fund of Funds share 0% 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 | Sundaram Global Brand Theme-Equity Active FOF | Franklin U. S. Opportunities Equity Active Fund of Funds |
|---|---|---|
| Category | FoF Overseas | FoF Overseas |
| Share of three-year stretches it beat its category P4 | 48% of 109 | 78% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.86% | 1.09% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Shalav Saket · 9 mo | not known |
| 1-year return | 16.6% | 14.4% |
| 3 years p.a. | 19.4% | 24.1% |
| 5 years p.a. | 13.3% | 11.2% |
| Deepest fall (max drawdown) | −17.7% | −24.1% |
| Assets (AUM) | ₹168 Cr | ₹6,022 Cr |
| Disclosed history | 5.0 yrs | 12 yrs |
| Holdings · top ten weight | 3 · 100% | 2 · 100% |
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.