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 Global Excellence Equity Fund Of | Axis Greater China Equity Fund of | |
|---|---|---|
| Aditya Birla Sun Life Global Excellence Equity Fund Of | itself | 0% |
| Axis Greater China Equity Fund of | 0% | itself |
Most alike: Aditya Birla Sun Life Global Excellence Equity Fund Of Fund and Axis Greater China Equity Fund of Fund 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 | Aditya Birla Sun Life Global Excellence Equity Fund Of | Axis Greater China Equity Fund of |
|---|---|---|
| Category | FoF Overseas | FoF Overseas |
| Share of three-year stretches it beat its category P4 | 31% of 108 | 6% of 32 |
| Regular plan costs more than Direct by, a year P5 | not measured | 1.15% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | not known | not known |
| 1-year return | 20.1% | 22.3% |
| 3 years p.a. | 22.9% | 23.5% |
| 5 years p.a. | 14.4% | 8.3% |
| Deepest fall (max drawdown) | −18.8% | −22.5% |
| Assets (AUM) | ₹220 Cr | ₹3,839 Cr |
| Disclosed history | 12 yrs | 5.2 yrs |
| Holdings · top ten weight | 3 · 100% | 3 · 100% |
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.