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 | HDFC Credit Risk | |
|---|---|---|
| BANK OF INDIA CREDIT RISK | itself | 4% |
| HDFC Credit Risk | 4% | itself |
Most alike: BANK OF INDIA CREDIT RISK FUND and HDFC Credit Risk 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 | BANK OF INDIA CREDIT RISK | HDFC Credit Risk |
|---|---|---|
| Category | Credit Risk | Credit Risk |
| Share of three-year stretches it beat its category P4 | 46% of 103 | 64% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.74% |
| Portfolio turned over a year P1 | 0% | not measured |
| Run by P7 | Alok Singh · 12 yrs | not known |
| 1-year return | 17.9% | 7.4% |
| 3 years p.a. | 10.1% | 8.2% |
| 5 years p.a. | 27.9% | 7.2% |
| Deepest fall (max drawdown) | −0.2% | −0.4% |
| Assets (AUM) | ₹70 Cr | ₹7,682 Cr |
| Disclosed history | 5.9 yrs | 1 mo |
| Holdings · top ten weight | 11 · 99% | 99 · 31% |
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.