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
| Franklin India Credit Risk Fund (No. of segregated portfolios-3) | HDFC Credit Risk | |
|---|---|---|
| Franklin India Credit Risk Fund (No. of segregated portfolios-3) | itself | 0% |
| HDFC Credit Risk | 0% | itself |
Most alike: Franklin India Credit Risk Fund (No. of segregated portfolios-3) and HDFC Credit Risk 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 | Franklin India Credit Risk Fund (No. of segregated portfolios-3) | HDFC Credit Risk |
|---|---|---|
| Category | Credit Risk | Credit Risk |
| Share of three-year stretches it beat its category P4 | 39% of 70 | 64% of 109 |
| Regular plan costs more than Direct by, a year P5 | -0.06% | 0.74% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | not known | not known |
| 1-year return | 7.1% | 7.4% |
| 3 years p.a. | 9.3% | 8.2% |
| 5 years p.a. | 6.2% | 7.2% |
| Deepest fall (max drawdown) | not computed | −0.4% |
| Assets (AUM) | ₹3,205 Cr | ₹7,682 Cr |
| Disclosed history | 12 yrs | 1 mo |
| Holdings · top ten weight | 2 · 100% | 99 · 31% |
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.