ANVESHAN
Theme
Create account

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.

2 of 6 pickedCompare

Overlap

share of the portfolio the two funds hold in common

Canara Robeco Corporate BondSBI Corporate Bond
Canara Robeco Corporate Bond
itself
5%
SBI Corporate Bond
5%
itself

Most alike: Canara Robeco Corporate Bond Fund and SBI Corporate Bond Fund share 5% 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

MeasureCanara Robeco Corporate BondSBI Corporate Bond
CategoryCorporate BondCorporate Bond
Share of three-year stretches it beat its category P40% of 1099% of 56
Regular plan costs more than Direct by, a year P50.68%0.48%
Portfolio turned over a year P1not measurednot measured
Run by P7Avnish Jain · ≥ 1.1 yrsArdhendu Bhattacharya · ≥ 3 mo
1-year return5.0%5.1%
3 years p.a.6.7%7.2%
5 years p.a.5.9%6.3%
Deepest fall (max drawdown)−0.5%−0.8%
Assets (AUM)₹106 Cr₹22,186 Cr
Disclosed history4.8 yrs5.3 yrs
Holdings · top ten weight21 · 60%79 · 38%

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.