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
| Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) | ICICI Prudential Banking & Financial Services | |
|---|---|---|
| Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) | itself | 4% |
| ICICI Prudential Banking & Financial Services | 4% | itself |
Most alike: Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) and ICICI Prudential Banking & Financial Services Fund share 4% 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 | Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) | ICICI Prudential Banking & Financial Services |
|---|---|---|
| Category | Sectoral/ Thematic | Sectoral/ Thematic |
| Share of three-year stretches it beat its category P4 | 60% of 109 | 35% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.60% | 1.08% |
| Portfolio turned over a year P1 | 43% | 75% |
| Run by P7 | Siddarth Mohta · 7 mo | Antariksha Banerjee · 7 mo |
| 1-year return | 3.8% | −2.2% |
| 3 years p.a. | 15.8% | 9.8% |
| 5 years p.a. | 15.6% | 9.7% |
| Deepest fall (max drawdown) | −22.6% | −17.0% |
| Assets (AUM) | ₹982 Cr | ₹11,267 Cr |
| Disclosed history | 5.0 yrs | 13 yrs |
| Holdings · top ten weight | 55 · 44% | 59 · 63% |
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.