Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.
5 of 6 chosen
- DSP World Gold Mining Overseas Equity Omni FoFFoF Overseas×
- Axis Global Equity Alpha Fund of FundFoF Overseas×
- HDFC Developed World Overseas Equity Passive FOFFoF Overseas×
- Edelweiss US Technology Equity Fund of FundFoF Overseas · no portfolio disclosed×
- Franklin U. S. Opportunities Equity Active Fund of FundsFoF Overseas×
Add another FoF Overseas fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | DSP World Gold Mining Overseas Equity Omni FoF | Axis Global Equity Alpha Fund of | HDFC Developed World Overseas Equity Passive FOF | Edelweiss US Technology Equity Fund of | Franklin U. S. Opportunities Equity Active Fund of Funds |
|---|---|---|---|---|---|
| DSP World Gold Mining Overseas Equity Omni FoFFoF Overseas | itself | DSP World Gold Mining Overseas Equity Omni FoF and Axis Global Equity Alpha Fund of share 0% of their portfolios | DSP World Gold Mining Overseas Equity Omni FoF and HDFC Developed World Overseas Equity Passive FOF share 0% of their portfolios | DSP World Gold Mining Overseas Equity Omni FoF and Edelweiss US Technology Equity Fund of: no portfolio disclosed for Edelweiss US Technology Equity Fund of | DSP World Gold Mining Overseas Equity Omni FoF and Franklin U. S. Opportunities Equity Active Fund of Funds share 0% of their portfolios |
| Axis Global Equity Alpha Fund ofFoF Overseas | Axis Global Equity Alpha Fund of and DSP World Gold Mining Overseas Equity Omni FoF share 0% of their portfolios | itself | Axis Global Equity Alpha Fund of and HDFC Developed World Overseas Equity Passive FOF share 0% of their portfolios | Axis Global Equity Alpha Fund of and Edelweiss US Technology Equity Fund of: no portfolio disclosed for Edelweiss US Technology Equity Fund of | Axis Global Equity Alpha Fund of and Franklin U. S. Opportunities Equity Active Fund of Funds share 0% of their portfolios |
| HDFC Developed World Overseas Equity Passive FOFFoF Overseas | HDFC Developed World Overseas Equity Passive FOF and DSP World Gold Mining Overseas Equity Omni FoF share 0% of their portfolios | HDFC Developed World Overseas Equity Passive FOF and Axis Global Equity Alpha Fund of share 0% of their portfolios | itself | HDFC Developed World Overseas Equity Passive FOF and Edelweiss US Technology Equity Fund of: no portfolio disclosed for Edelweiss US Technology Equity Fund of | HDFC Developed World Overseas Equity Passive FOF and Franklin U. S. Opportunities Equity Active Fund of Funds share 0% of their portfolios |
| Edelweiss US Technology Equity Fund ofFoF Overseas | Edelweiss US Technology Equity Fund of and DSP World Gold Mining Overseas Equity Omni FoF: no portfolio disclosed for Edelweiss US Technology Equity Fund of | Edelweiss US Technology Equity Fund of and Axis Global Equity Alpha Fund of: no portfolio disclosed for Edelweiss US Technology Equity Fund of | Edelweiss US Technology Equity Fund of and HDFC Developed World Overseas Equity Passive FOF: no portfolio disclosed for Edelweiss US Technology Equity Fund of | itself | Edelweiss US Technology Equity Fund of and Franklin U. S. Opportunities Equity Active Fund of Funds: no portfolio disclosed for Edelweiss US Technology Equity Fund of |
| Franklin U. S. Opportunities Equity Active Fund of FundsFoF Overseas | Franklin U. S. Opportunities Equity Active Fund of Funds and DSP World Gold Mining Overseas Equity Omni FoF share 0% of their portfolios | Franklin U. S. Opportunities Equity Active Fund of Funds and Axis Global Equity Alpha Fund of share 0% of their portfolios | Franklin U. S. Opportunities Equity Active Fund of Funds and HDFC Developed World Overseas Equity Passive FOF share 0% of their portfolios | Franklin U. S. Opportunities Equity Active Fund of Funds and Edelweiss US Technology Equity Fund of: no portfolio disclosed for Edelweiss US Technology Equity Fund of | itself |
No two of these hold much of the same portfolio. The closest pair, DSP World Gold Mining Overseas Equity Omni FoF and Axis Global Equity Alpha Fund of Fund, share 0% — not one holding in common. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what was wanted.
Edelweiss US Technology Equity Fund of has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, not a finding about the fund.
Read a cell as: of everything the two funds hold, this much is the same holding at the same weight. It is symmetric — the pair above the diagonal and the pair below it are one number shown twice. A pair at 0% holds nothing in common, which is a real answer, and often the useful one.
Side by side
record, cost, returns, drawdown, size
| Measure | DSP World Gold Mining Overseas Equity Omni FoF | Axis Global Equity Alpha Fund of | HDFC Developed World Overseas Equity Passive FOF | Edelweiss US Technology Equity Fund of | Franklin U. S. Opportunities Equity Active Fund of Funds |
|---|---|---|---|---|---|
| Category | FoF Overseas | FoF Overseas | FoF Overseas | FoF Overseas | FoF Overseas |
| Fund house | DSP Asset Managers Private Limited | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | Edelweiss Asset Management Limited | Franklin Templeton Asset Management (India) Private Limited |
| Share of three-year stretches it beat its category P4 | 49% of 109 | 95% of 37 | 100% of 24 | 67% of 43 | 78% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.66% points | 1.14% points | 0.53% points | 1.17% points | 1.09% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured | not measured | not measured |
| Run by P7 | Kaivalya Nadkarni · ≥ 1.2 yrs | not known | not known | not known | not known |
| 1-year return | 57.5% | 18.5% | 25.5% | 17.6% | 14.4% |
| 3 years p.a. | 58.0% | 24.1% | 25.9% | 31.5% | 24.1% |
| 5 years p.a. | 32.7% | 15.5% | — | 16.2% | 11.2% |
| Deepest fall (max drawdown) | −32.6% | −18.9% | −18.1% | −31.5% | −24.1% |
| Assets (AUM) | ₹1,743 Cr | ₹2,292 Cr | ₹1,738 Cr | ₹4,133 Cr | ₹6,022 Cr |
| Disclosed history | 14 yrs | 5.5 yrs | 10 mo | — | 12 yrs |
| Holdings · top ten weight | 4 · 100% | 3 · 100% | 7 · 100% | none disclosed | 2 · 100% |
Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.