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
| Aditya Birla Sun Life Banking and Financial Services | ICICI Prudential India Opportunities | |
|---|---|---|
| Aditya Birla Sun Life Banking and Financial Services | itself | 27% |
| ICICI Prudential India Opportunities | 27% | itself |
Most alike: Aditya Birla Sun Life Banking and Financial Services Fund and ICICI Prudential India Opportunities Fund share 27% 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 | Aditya Birla Sun Life Banking and Financial Services | ICICI Prudential India Opportunities |
|---|---|---|
| Category | Sectoral/ Thematic | Sectoral/ Thematic |
| Share of three-year stretches it beat its category P4 | 37% of 109 | 100% of 57 |
| Regular plan costs more than Direct by, a year P5 | 1.12% | 1.47% |
| Portfolio turned over a year P1 | 67% | 76% |
| Run by P7 | Dhaval Gala · ≥ 6 mo | Roshan Chutkey · 7.7 yrs |
| 1-year return | 3.0% | −0.6% |
| 3 years p.a. | 10.4% | 13.8% |
| 5 years p.a. | 10.6% | 16.6% |
| Deepest fall (max drawdown) | −16.4% | −13.7% |
| Assets (AUM) | ₹3,678 Cr | ₹38,633 Cr |
| Disclosed history | 13 yrs | 7.3 yrs |
| Holdings · top ten weight | 42 · 61% | 80 · 45% |
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.