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
| Axis Medium Term | HDFC Medium Term | |
|---|---|---|
| Axis Medium Term | itself | 13% |
| HDFC Medium Term | 13% | itself |
Most alike: Axis Medium Term Fund and HDFC Medium Term Fund share 13% 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 | Axis Medium Term | HDFC Medium Term |
|---|---|---|
| Category | Medium Term | Medium Term |
| Share of three-year stretches it beat its category P4 | 95% of 109 | 72% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.78% | 0.73% |
| Portfolio turned over a year P1 | 2% | not measured |
| Run by P7 | not known | not known |
| 1-year return | 6.8% | 6.6% |
| 3 years p.a. | 8.3% | 7.8% |
| 5 years p.a. | 7.3% | 6.8% |
| Deepest fall (max drawdown) | −0.7% | −0.6% |
| Assets (AUM) | ₹2,085 Cr | ₹3,601 Cr |
| Disclosed history | 5.9 yrs | 1 mo |
| Holdings · top ten weight | 82 · 37% | 66 · 34% |
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.