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. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
2 of 6 chosen
The largest fund in each of these kinds, to start from — or search above:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | SUNDARAM FIXED TERM PLAN - HB | Parag Parikh Flexi Cap |
|---|---|---|
| SUNDARAM FIXED TERM PLAN - HBUncategorised | itself | SUNDARAM FIXED TERM PLAN - HB and Parag Parikh Flexi Cap: no portfolio disclosed for SUNDARAM FIXED TERM PLAN - HB |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and SUNDARAM FIXED TERM PLAN - HB: no portfolio disclosed for SUNDARAM FIXED TERM PLAN - HB | itself |
SUNDARAM FIXED TERM PLAN - HB has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, not a finding about the fund.
Side by side
record, cost, returns, drawdown, size
| Measure | SUNDARAM FIXED TERM PLAN - HB | Parag Parikh Flexi Cap |
|---|---|---|
| Category | Uncategorised | Flexi Cap |
| Fund house | Sundaram Asset Management Company Ltd | PPFAS Asset Management Pvt. Ltd. |
| Share of three-year stretches it beat its category P4 | not measured | 91% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.07% points | 0.84% points |
| Portfolio turned over a year P1 | not measured | 29% |
| Run by P7 | not known | Rajeev Thakkar · 13 yrs |
| 1-year return | 7.4% | −5.1% |
| 3 years p.a. | 8.2% | 12.8% |
| 5 years p.a. | — | 11.5% |
| Deepest fall (max drawdown) | not computed | −11.0% |
| Assets (AUM) | ₹379 Cr | ₹1.46 lakh Cr |
| Disclosed history | — | 5.0 yrs |
| Holdings · top ten weight | none disclosed | 116 · 52% |
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.