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
| BANK OF INDIA CREDIT RISK | SBI CREDIT RISK | |
|---|---|---|
| BANK OF INDIA CREDIT RISK | itself | 3% |
| SBI CREDIT RISK | 3% | itself |
Most alike: BANK OF INDIA CREDIT RISK FUND and SBI CREDIT RISK FUND share 3% 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 | BANK OF INDIA CREDIT RISK | SBI CREDIT RISK |
|---|---|---|
| Category | Credit Risk | Credit Risk |
| Share of three-year stretches it beat its category P4 | 46% of 103 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.70% |
| Portfolio turned over a year P1 | 0% | not measured |
| Run by P7 | Alok Singh · 12 yrs | Lokesh Mallya · ≥ 3 mo |
| 1-year return | 17.9% | 8.2% |
| 3 years p.a. | 10.1% | 8.6% |
| 5 years p.a. | 27.9% | 7.8% |
| Deepest fall (max drawdown) | −0.2% | −0.5% |
| Assets (AUM) | ₹70 Cr | ₹2,180 Cr |
| Disclosed history | 5.9 yrs | 5.8 yrs |
| Holdings · top ten weight | 11 · 99% | 46 · 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.