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.
3 of 6 chosen
Add another FoF Overseas fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Edelweiss Greater China Equity Off-shore | DSP World Gold Mining Overseas Equity Omni FoF | Kotak US Specific Equity Passive FOF |
|---|---|---|---|
| Edelweiss Greater China Equity Off-shoreFoF Overseas | itself | Edelweiss Greater China Equity Off-shore and DSP World Gold Mining Overseas Equity Omni FoF: no portfolio disclosed for Edelweiss Greater China Equity Off-shore | Edelweiss Greater China Equity Off-shore and Kotak US Specific Equity Passive FOF: no portfolio disclosed for Edelweiss Greater China Equity Off-shore |
| DSP World Gold Mining Overseas Equity Omni FoFFoF Overseas | DSP World Gold Mining Overseas Equity Omni FoF and Edelweiss Greater China Equity Off-shore: no portfolio disclosed for Edelweiss Greater China Equity Off-shore | itself | DSP World Gold Mining Overseas Equity Omni FoF and Kotak US Specific Equity Passive FOF: no portfolio disclosed for Kotak US Specific Equity Passive FOF |
| Kotak US Specific Equity Passive FOFFoF Overseas | Kotak US Specific Equity Passive FOF and Edelweiss Greater China Equity Off-shore: no portfolio disclosed for Kotak US Specific Equity Passive FOF | Kotak US Specific Equity Passive FOF and DSP World Gold Mining Overseas Equity Omni FoF: no portfolio disclosed for Kotak US Specific Equity Passive FOF | itself |
2 of these funds have no portfolio on file, so their rows are blank rather than zero — an absence in our data, not a finding about the funds.
Side by side
record, cost, returns, drawdown, size
| Measure | Edelweiss Greater China Equity Off-shore | DSP World Gold Mining Overseas Equity Omni FoF | Kotak US Specific Equity Passive FOF |
|---|---|---|---|
| Category | FoF Overseas | FoF Overseas | FoF Overseas |
| Fund house | Edelweiss Asset Management Limited | DSP Asset Managers Private Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 42% of 83 | 49% of 109 | 100% of 32 |
| Regular plan costs more than Direct by, a year P5 | 1.02% points | 0.66% points | 0.47% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured |
| Run by P7 | not known | Kaivalya Nadkarni · ≥ 1.2 yrs | not known |
| 1-year return | 24.4% | 57.5% | 30.4% |
| 3 years p.a. | 25.6% | 58.0% | 32.0% |
| 5 years p.a. | 6.6% | 32.7% | 20.9% |
| Deepest fall (max drawdown) | −20.9% | −32.6% | −23.4% |
| Assets (AUM) | ₹3,116 Cr | ₹1,743 Cr | ₹4,327 Cr |
| Disclosed history | — | 14 yrs | — |
| Holdings · top ten weight | none disclosed | 4 · 100% | none disclosed |
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.