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

Franklin India Income Plus Arbitrage Active Fund of FundsHDFC Gold ETF Fund of
Franklin India Income Plus Arbitrage Active Fund of Funds
itself
0%
HDFC Gold ETF Fund of
0%
itself

Most alike: Franklin India Income Plus Arbitrage Active Fund of Funds and HDFC Gold ETF 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

MeasureFranklin India Income Plus Arbitrage Active Fund of FundsHDFC Gold ETF Fund of
CategoryFoF DomesticFoF Domestic
Share of three-year stretches it beat its category P421% of 10752% of 109
Regular plan costs more than Direct by, a year P51.13%not measured
Portfolio turned over a year P1not measurednot measured
Run by P7not knownnot known
1-year return6.3%34.6%
3 years p.a.12.9%35.2%
5 years p.a.11.1%25.6%
Deepest fall (max drawdown)−3.9%−24.8%
Assets (AUM)₹142 Cr₹12,132 Cr
Disclosed history12 yrs1.8 yrs
Holdings · top ten weight12 · 99%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.