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.
3 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 | HDFC Developed World Overseas Equity Passive FOF | Kotak US Specific Equity Passive FOF |
|---|---|---|---|
| Franklin U. S. Opportunities Equity Active Fund of FundsFoF Overseas | itself | Franklin U. S. Opportunities Equity Active Fund of Funds and HDFC Developed World Overseas Equity Passive FOF share 0% of their portfolios | Franklin U. S. Opportunities Equity Active Fund of Funds and Kotak US Specific Equity Passive FOF: no portfolio disclosed for Kotak US Specific Equity Passive FOF |
| 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 | itself | HDFC Developed World Overseas Equity Passive FOF and Kotak US Specific Equity Passive FOF: no portfolio disclosed for Kotak US Specific Equity Passive FOF |
| Kotak US Specific Equity Passive FOFFoF Overseas | Kotak US Specific Equity Passive FOF and Franklin U. S. Opportunities Equity Active Fund of Funds: no portfolio disclosed for Kotak US Specific Equity Passive FOF | Kotak US Specific Equity Passive FOF and HDFC Developed World Overseas Equity Passive FOF: no portfolio disclosed for Kotak US Specific Equity Passive FOF | itself |
No two of these hold much of the same portfolio. The closest pair, Franklin U. S. Opportunities Equity Active Fund of Funds and HDFC Developed World Overseas Equity Passive FOF, 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.
Kotak US Specific Equity Passive FOF has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, not a finding about the fund.
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 | HDFC Developed World Overseas Equity Passive FOF | Kotak US Specific Equity Passive FOF |
|---|---|---|---|
| Category | FoF Overseas | FoF Overseas | FoF Overseas |
| Fund house | Franklin Templeton Asset Management (India) Private Limited | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 78% of 109 | 100% of 24 | 100% of 32 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 0.53% points | 0.47% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured |
| Run by P7 | not known | not known | not known |
| 1-year return | 14.4% | 25.5% | 30.4% |
| 3 years p.a. | 24.1% | 25.9% | 32.0% |
| 5 years p.a. | 11.2% | — | 20.9% |
| Deepest fall (max drawdown) | −24.1% | −18.1% | −23.4% |
| Assets (AUM) | ₹6,022 Cr | ₹1,738 Cr | ₹4,327 Cr |
| Disclosed history | 12 yrs | 10 mo | — |
| Holdings · top ten weight | 2 · 100% | 7 · 100% | none disclosed |
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.