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. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
3 of 6 chosen
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 | HDFC Developed World Overseas Equity Passive FOF | 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 HDFC Developed World Overseas Equity Passive FOF share 0% of their portfolios | DSP World Gold Mining Overseas Equity Omni FoF 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 | itself | HDFC Developed World Overseas Equity Passive FOF and Franklin U. S. Opportunities Equity Active Fund of Funds share 0% of their portfolios |
| 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 HDFC Developed World Overseas Equity Passive FOF share 0% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, DSP World Gold Mining Overseas Equity Omni FoF and HDFC Developed World Overseas Equity Passive FOF, 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 you wanted.
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 | HDFC Developed World Overseas Equity Passive FOF | Franklin U. S. Opportunities Equity Active Fund of Funds |
|---|---|---|---|
| Category | FoF Overseas | FoF Overseas | FoF Overseas |
| Fund house | DSP Asset Managers Private Limited | HDFC Asset Management Company Limited | Franklin Templeton Asset Management (India) Private Limited |
| Share of three-year stretches it beat its category P4 | 49% of 109 | 100% of 24 | 78% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.66% points | 0.53% points | 1.09% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured |
| Run by P7 | Kaivalya Nadkarni · ≥ 1.2 yrs | not known | not known |
| 1-year return | 57.5% | 25.5% | 14.4% |
| 3 years p.a. | 58.0% | 25.9% | 24.1% |
| 5 years p.a. | 32.7% | — | 11.2% |
| Deepest fall (max drawdown) | −32.6% | −18.1% | −24.1% |
| Assets (AUM) | ₹1,743 Cr | ₹1,738 Cr | ₹6,022 Cr |
| Disclosed history | 14 yrs | 10 mo | 12 yrs |
| Holdings · top ten weight | 4 · 100% | 7 · 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.