ANVESHAN
Theme
Create account

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.

2 of 6 pickedCompare

Overlap

share of the portfolio the two funds hold in common

BANDHAN Flexi CapParag Parikh Flexi Cap
BANDHAN Flexi Cap
itself
40%
Parag Parikh Flexi Cap
40%
itself

Most alike: BANDHAN Flexi Cap Fund and Parag Parikh Flexi Cap Fund share 40% 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

MeasureBANDHAN Flexi CapParag Parikh Flexi Cap
CategoryFlexi CapFlexi Cap
Share of three-year stretches it beat its category P45% of 10991% of 109
Regular plan costs more than Direct by, a year P50.79%0.84%
Portfolio turned over a year P1113%29%
Run by P7Manish Gunwani · 2.6 yrsRajeev Thakkar · 13 yrs
1-year return−1.6%−5.1%
3 years p.a.11.0%12.8%
5 years p.a.9.9%11.5%
Deepest fall (max drawdown)−16.9%−11.0%
Assets (AUM)₹7,575 Cr₹1.46 lakh Cr
Disclosed history4.9 yrs5.0 yrs
Holdings · top ten weight84 · 47%116 · 52%

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.