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
| Nippon India ETF Gold BeES | HDFC Gold ETF | |
|---|---|---|
| Nippon India ETF Gold BeES | itself | 0% |
| HDFC Gold ETF | 0% | itself |
Most alike: Nippon India ETF Gold BeES and HDFC Gold ETF 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 | Nippon India ETF Gold BeES | HDFC Gold ETF |
|---|---|---|
| Category | Gold ETF | Gold ETF |
| Share of three-year stretches it beat its category P4 | 2% of 83 | 36% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | not measured |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Vikram Dhawan · 4.5 yrs | not known |
| 1-year return | 35.2% | 35.5% |
| 3 years p.a. | 35.6% | 35.8% |
| 5 years p.a. | 25.9% | 26.1% |
| Deepest fall (max drawdown) | −22.3% | −22.3% |
| Assets (AUM) | ₹54,376 Cr | ₹24,004 Cr |
| Disclosed history | 9.8 yrs | 1.8 yrs |
| Holdings · top ten weight | 4 · 100% | 3 · 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.