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
| BANK OF INDIA CONSERVATIVE HYBRID | Tata Income | |
|---|---|---|
| BANK OF INDIA CONSERVATIVE HYBRID | itself | 0% |
| Tata Income | 0% | itself |
Most alike: BANK OF INDIA CONSERVATIVE HYBRID FUND and Tata Income Fund share 0% 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 | BANK OF INDIA CONSERVATIVE HYBRID | Tata Income |
|---|---|---|
| Category | Medium to Long Duration | Medium to Long Duration |
| Share of three-year stretches it beat its category P4 | not measured | not measured |
| Regular plan costs more than Direct by, a year P5 | 0.66% | 0.96% |
| Portfolio turned over a year P1 | 28% | not measured |
| Run by P7 | Alok Singh · 14 yrs | not known |
| 1-year return | 3.1% | 0.8% |
| 3 years p.a. | 6.7% | 5.9% |
| 5 years p.a. | 9.8% | 5.9% |
| Deepest fall (max drawdown) | −4.1% | not computed |
| Assets (AUM) | ₹65 Cr | ₹47 Cr |
| Disclosed history | 5.9 yrs | 5.4 yrs |
| Holdings · top ten weight | 43 · 66% | 14 · 92% |
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.