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. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
4 of 6 chosen
Add another FoF Overseas fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Franklin U. S. Opportunities Equity Active Fund of Funds | Axis Global Equity Alpha Fund of | Axis Greater China Equity Fund of | HDFC Developed World Overseas Equity Passive FOF |
|---|---|---|---|---|
| Franklin U. S. Opportunities Equity Active Fund of FundsFoF Overseas | itself | Franklin U. S. Opportunities Equity Active Fund of Funds and Axis Global Equity Alpha Fund of share 0% of their portfolios | Franklin U. S. Opportunities Equity Active Fund of Funds and Axis Greater China Equity Fund of share 0% of their portfolios | Franklin U. S. Opportunities Equity Active Fund of Funds and HDFC Developed World Overseas Equity Passive FOF share 0% of their portfolios |
| Axis Global Equity Alpha Fund ofFoF Overseas | Axis Global Equity Alpha Fund of and Franklin U. S. Opportunities Equity Active Fund of Funds share 0% of their portfolios | itself | Axis Global Equity Alpha Fund of and Axis Greater China Equity Fund of share 0% of their portfolios | Axis Global Equity Alpha Fund of and HDFC Developed World Overseas Equity Passive FOF share 0% of their portfolios |
| Axis Greater China Equity Fund ofFoF Overseas | Axis Greater China Equity Fund of and Franklin U. S. Opportunities Equity Active Fund of Funds share 0% of their portfolios | Axis Greater China Equity Fund of and Axis Global Equity Alpha Fund of share 0% of their portfolios | itself | Axis Greater China Equity Fund of and HDFC Developed World Overseas Equity Passive FOF share 0% of their portfolios |
| HDFC Developed World Overseas Equity Passive FOFFoF Overseas | HDFC Developed World Overseas Equity Passive FOF and Franklin U. S. Opportunities Equity Active Fund of Funds share 0% of their portfolios | HDFC Developed World Overseas Equity Passive FOF and Axis Global Equity Alpha Fund of share 0% of their portfolios | HDFC Developed World Overseas Equity Passive FOF and Axis Greater China Equity Fund of share 0% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, Franklin U. S. Opportunities Equity Active Fund of Funds and Axis Global Equity Alpha Fund of Fund, share 0% — not one holding in common. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what you wanted.
Read a cell as: of everything the two funds hold, this much is the same holding at the same weight. It is symmetric — the pair above the diagonal and the pair below it are one number shown twice. A pair at 0% holds nothing in common, which is a real answer, and often the useful one.
Side by side
record, cost, returns, drawdown, size
| Measure | Franklin U. S. Opportunities Equity Active Fund of Funds | Axis Global Equity Alpha Fund of | Axis Greater China Equity Fund of | HDFC Developed World Overseas Equity Passive FOF |
|---|---|---|---|---|
| Category | FoF Overseas | FoF Overseas | FoF Overseas | FoF Overseas |
| Fund house | Franklin Templeton Asset Management (India) Private Limited | Axis Asset Management Co. Ltd. | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 78% of 109 | 95% of 37 | 6% of 32 | 100% of 24 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 1.14% points | 1.15% points | 0.53% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured | not measured |
| Run by P7 | not known | not known | not known | not known |
| 1-year return | 14.4% | 18.5% | 22.3% | 25.5% |
| 3 years p.a. | 24.1% | 24.1% | 23.5% | 25.9% |
| 5 years p.a. | 11.2% | 15.5% | 8.3% | — |
| Deepest fall (max drawdown) | −24.1% | −18.9% | −22.5% | −18.1% |
| Assets (AUM) | ₹6,022 Cr | ₹2,292 Cr | ₹3,839 Cr | ₹1,738 Cr |
| Disclosed history | 12 yrs | 5.5 yrs | 5.2 yrs | 10 mo |
| Holdings · top ten weight | 2 · 100% | 3 · 100% | 3 · 100% | 7 · 100% |
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.