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
| BANDHAN Flexi Cap | HDFC Flexi Cap | |
|---|---|---|
| BANDHAN Flexi Cap | itself | 39% |
| HDFC Flexi Cap | 39% | itself |
Most alike: BANDHAN Flexi Cap Fund and HDFC Flexi Cap Fund share 39% 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 | BANDHAN Flexi Cap | HDFC Flexi Cap |
|---|---|---|
| Category | Flexi Cap | Flexi Cap |
| Share of three-year stretches it beat its category P4 | 5% of 109 | 68% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.79% | 0.81% |
| Portfolio turned over a year P1 | 113% | 48% |
| Run by P7 | Manish Gunwani · 2.6 yrs | not known |
| 1-year return | −1.6% | 0.7% |
| 3 years p.a. | 11.0% | 15.8% |
| 5 years p.a. | 9.9% | 16.6% |
| Deepest fall (max drawdown) | −16.9% | −13.3% |
| Assets (AUM) | ₹7,575 Cr | ₹1.13 lakh Cr |
| Disclosed history | 4.9 yrs | 2.4 yrs |
| Holdings · top ten weight | 84 · 47% | 86 · 44% |
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.