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
| HDFC Corporate Bond | Aditya Birla Sun Life Corporate Bond | |
|---|---|---|
| HDFC Corporate Bond | itself | 12% |
| Aditya Birla Sun Life Corporate Bond | 12% | itself |
Most alike: HDFC Corporate Bond Fund and Aditya Birla Sun Life Corporate Bond Fund share 12% 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 | HDFC Corporate Bond | Aditya Birla Sun Life Corporate Bond |
|---|---|---|
| Category | Corporate Bond | Corporate Bond |
| Share of three-year stretches it beat its category P4 | 92% of 109 | 87% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.21% | 0.15% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | not known | Kaustubh Gupta · ≥ 1 mo |
| 1-year return | 4.7% | 4.9% |
| 3 years p.a. | 7.0% | 7.0% |
| 5 years p.a. | 6.3% | 6.4% |
| Deepest fall (max drawdown) | −1.1% | −1.1% |
| Assets (AUM) | ₹30,549 Cr | ₹23,846 Cr |
| Disclosed history | 2.3 yrs | 14 yrs |
| Holdings · top ten weight | 240 · 23% | 176 · 36% |
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.