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
| PGIM India Aggressive Hybrid Equity | HDFC Aggressive Hybrid | |
|---|---|---|
| PGIM India Aggressive Hybrid Equity | itself | 0% |
| HDFC Aggressive Hybrid | 0% | itself |
Most alike: PGIM India Aggressive Hybrid Equity Fund and HDFC Aggressive Hybrid 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 | PGIM India Aggressive Hybrid Equity | HDFC Aggressive Hybrid |
|---|---|---|
| Category | Aggressive Hybrid | Aggressive Hybrid |
| Share of three-year stretches it beat its category P4 | 0% of 91 | 28% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.68% | 0.72% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | not known | not known |
| 1-year return | −2.2% | −4.5% |
| 3 years p.a. | 9.4% | 6.5% |
| 5 years p.a. | 7.1% | 8.3% |
| Deepest fall (max drawdown) | −12.7% | −12.6% |
| Assets (AUM) | ₹202 Cr | ₹22,488 Cr |
| Disclosed history | — | 1 mo |
| Holdings · top ten weight | — · — | 139 · 35% |
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.