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
| JM Focused | HDFC Focused | |
|---|---|---|
| JM Focused | itself | 15% |
| HDFC Focused | 15% | itself |
Most alike: JM Focused Fund and HDFC Focused Fund share 15% 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 | JM Focused | HDFC Focused |
|---|---|---|
| Category | Focused | Focused |
| Share of three-year stretches it beat its category P4 | 58% of 109 | 49% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.52% | 1.20% |
| Portfolio turned over a year P1 | 104% | 54% |
| Run by P7 | Ruchi Fozdar · 2.0 yrs | not known |
| 1-year return | 1.7% | −1.6% |
| 3 years p.a. | 12.8% | 15.4% |
| 5 years p.a. | 12.9% | 18.0% |
| Deepest fall (max drawdown) | −19.5% | −14.0% |
| Assets (AUM) | ₹295 Cr | ₹28,104 Cr |
| Disclosed history | 14 yrs | 10 mo |
| Holdings · top ten weight | 29 · 45% | 33 · 55% |
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.