ANVESHAN
Theme
Create account

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.

2 of 6 pickedCompare

Overlap

share of the portfolio the two funds hold in common

PGIM India Emerging Markets Equity Fund ofFranklin U. S. Opportunities Equity Active Fund of Funds
PGIM India Emerging Markets Equity Fund of
itself
0%
Franklin U. S. Opportunities Equity Active Fund of Funds
0%
itself

Most alike: PGIM India Emerging Markets Equity Fund of Fund and Franklin U. S. Opportunities Equity Active Fund of Funds 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

MeasurePGIM India Emerging Markets Equity Fund ofFranklin U. S. Opportunities Equity Active Fund of Funds
CategoryFoF OverseasFoF Overseas
Share of three-year stretches it beat its category P414% of 9178% of 109
Regular plan costs more than Direct by, a year P51.20%1.09%
Portfolio turned over a year P1not measurednot measured
Run by P7not knownnot known
1-year return27.3%14.4%
3 years p.a.27.8%24.1%
5 years p.a.5.2%11.2%
Deepest fall (max drawdown)−21.9%−24.1%
Assets (AUM)₹1,408 Cr₹6,022 Cr
Disclosed history—12 yrs
Holdings · top ten weight— · —2 · 100%

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.