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
| HSBC Multi Asset Active FOF (erstwhile HSBC Managed Solutions India - Moderate Fund) | ICICI Prudential Aggressive Hybrid Active FOF | |
|---|---|---|
| HSBC Multi Asset Active FOF (erstwhile HSBC Managed Solutions India - Moderate Fund) | itself | 0% |
| ICICI Prudential Aggressive Hybrid Active FOF | 0% | itself |
Most alike: HSBC Multi Asset Active FOF (erstwhile HSBC Managed Solutions India - Moderate Fund) and ICICI Prudential Aggressive Hybrid Active FOF share 0% 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 | HSBC Multi Asset Active FOF (erstwhile HSBC Managed Solutions India - Moderate Fund) | ICICI Prudential Aggressive Hybrid Active FOF |
|---|---|---|
| Category | FoF Domestic | FoF Domestic |
| Share of three-year stretches it beat its category P4 | 66% of 109 | 81% of 101 |
| Regular plan costs more than Direct by, a year P5 | 0.60% | 0.79% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Gautam Bhupal · 11 yrs | Manish Banthia · 9.3 yrs |
| 1-year return | 12.9% | −1.4% |
| 3 years p.a. | 15.7% | 13.7% |
| 5 years p.a. | 12.3% | 13.2% |
| Deepest fall (max drawdown) | −12.9% | −12.7% |
| Assets (AUM) | ₹115 Cr | ₹9,498 Cr |
| Disclosed history | 7.9 yrs | 7.0 yrs |
| Holdings · top ten weight | 13 · 96% | 13 · 97% |
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.