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 Equity Savings | Kotak Equity Savings | |
|---|---|---|
| Aditya Birla Sun Life Equity Savings | itself | 0% |
| Kotak Equity Savings | 0% | itself |
Most alike: Aditya Birla Sun Life Equity Savings Fund and Kotak Equity Savings 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 Equity Savings | Kotak Equity Savings |
|---|---|---|
| Category | Equity Savings | Equity Savings |
| Share of three-year stretches it beat its category P4 | 42% of 106 | 85% of 108 |
| Regular plan costs more than Direct by, a year P5 | 0.99% | 0.97% |
| Portfolio turned over a year P1 | 74% | not measured |
| Run by P7 | Atul Penkar · ≥ 5 mo | not known |
| 1-year return | 4.9% | 4.1% |
| 3 years p.a. | 8.0% | 10.3% |
| 5 years p.a. | 6.7% | 10.1% |
| Deepest fall (max drawdown) | −2.5% | −6.0% |
| Assets (AUM) | ₹1,118 Cr | ₹10,023 Cr |
| Disclosed history | 12 yrs | — |
| Holdings · top ten weight | 115 · 41% | — · — |
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.