Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.
5 of 6 chosen
- Edelweiss Greater China Equity Off-shore FundFoF Overseas · no portfolio disclosed×
- Edelweiss US Technology Equity Fund of FundFoF Overseas · no portfolio disclosed×
- HDFC Developed World Overseas Equity Passive FOFFoF Overseas×
- Franklin U. S. Opportunities Equity Active Fund of FundsFoF Overseas×
- DSP World Gold Mining Overseas Equity Omni FoFFoF Overseas×
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 | Edelweiss US Technology Equity Fund of | HDFC Developed World Overseas Equity Passive FOF | Franklin U. S. Opportunities Equity Active Fund of Funds | DSP World Gold Mining Overseas Equity Omni FoF |
|---|---|---|---|---|---|
| Edelweiss Greater China Equity Off-shoreFoF Overseas | itself | Edelweiss Greater China Equity Off-shore and Edelweiss US Technology Equity Fund of: no portfolio disclosed for Edelweiss Greater China Equity Off-shore | Edelweiss Greater China Equity Off-shore and HDFC Developed World Overseas Equity Passive FOF: no portfolio disclosed for Edelweiss Greater China Equity Off-shore | Edelweiss Greater China Equity Off-shore and Franklin U. S. Opportunities Equity Active Fund of Funds: no portfolio disclosed for Edelweiss Greater China Equity Off-shore | 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 US Technology Equity Fund ofFoF Overseas | Edelweiss US Technology Equity Fund of and Edelweiss Greater China Equity Off-shore: no portfolio disclosed for Edelweiss US Technology Equity Fund of | itself | Edelweiss US Technology Equity Fund of and HDFC Developed World Overseas Equity Passive FOF: no portfolio disclosed for Edelweiss US Technology Equity Fund of | Edelweiss US Technology Equity Fund of and Franklin U. S. Opportunities Equity Active Fund of Funds: no portfolio disclosed for Edelweiss US Technology Equity Fund of | Edelweiss US Technology Equity Fund of and DSP World Gold Mining Overseas Equity Omni FoF: no portfolio disclosed for Edelweiss US Technology Equity Fund of |
| HDFC Developed World Overseas Equity Passive FOFFoF Overseas | HDFC Developed World Overseas Equity Passive FOF and Edelweiss Greater China Equity Off-shore: no portfolio disclosed for Edelweiss Greater China Equity Off-shore | HDFC Developed World Overseas Equity Passive FOF and Edelweiss US Technology Equity Fund of: no portfolio disclosed for Edelweiss US Technology Equity Fund of | itself | HDFC Developed World Overseas Equity Passive FOF and Franklin U. S. Opportunities Equity Active Fund of Funds share 0% of their portfolios | HDFC Developed World Overseas Equity Passive FOF and DSP World Gold Mining Overseas Equity Omni FoF share 0% of their portfolios |
| Franklin U. S. Opportunities Equity Active Fund of FundsFoF Overseas | Franklin U. S. Opportunities Equity Active Fund of Funds and Edelweiss Greater China Equity Off-shore: no portfolio disclosed for Edelweiss Greater China Equity Off-shore | Franklin U. S. Opportunities Equity Active Fund of Funds and Edelweiss US Technology Equity Fund of: no portfolio disclosed for Edelweiss US Technology Equity Fund of | Franklin U. S. Opportunities Equity Active Fund of Funds and HDFC Developed World Overseas Equity Passive FOF share 0% of their portfolios | itself | Franklin U. S. Opportunities Equity Active Fund of Funds and DSP World Gold Mining Overseas Equity Omni FoF share 0% of their portfolios |
| 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 | DSP World Gold Mining Overseas Equity Omni FoF and Edelweiss US Technology Equity Fund of: no portfolio disclosed for Edelweiss US Technology Equity Fund of | DSP World Gold Mining Overseas Equity Omni FoF and HDFC Developed World Overseas Equity Passive FOF share 0% of their portfolios | DSP World Gold Mining Overseas Equity Omni FoF and Franklin U. S. Opportunities Equity Active Fund of Funds share 0% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, HDFC Developed World Overseas Equity Passive FOF and Franklin U. S. Opportunities Equity Active Fund of Funds, share 0% — not one holding in common. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what was wanted.
2 of these funds have no portfolio on file, so their rows are blank rather than zero — an absence in the data here, not a finding about the funds.
Read a cell as: of everything the two funds hold, this much is the same holding at the same weight. It is symmetric — the pair above the diagonal and the pair below it are one number shown twice. A pair at 0% holds nothing in common, which is a real answer, and often the useful one.
Side by side
record, cost, returns, drawdown, size
| Measure | Edelweiss Greater China Equity Off-shore | Edelweiss US Technology Equity Fund of | HDFC Developed World Overseas Equity Passive FOF | Franklin U. S. Opportunities Equity Active Fund of Funds | DSP World Gold Mining Overseas Equity Omni FoF |
|---|---|---|---|---|---|
| Category | FoF Overseas | FoF Overseas | FoF Overseas | FoF Overseas | FoF Overseas |
| Fund house | Edelweiss Asset Management Limited | Edelweiss Asset Management Limited | HDFC Asset Management Company Limited | Franklin Templeton Asset Management (India) Private Limited | DSP Asset Managers Private Limited |
| Share of three-year stretches it beat its category P4 | 42% of 83 | 67% of 43 | 100% of 24 | 78% of 109 | 49% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.02% points | 1.17% points | 0.53% points | 1.09% points | 0.66% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured | not measured | not measured |
| Run by P7 | not known | not known | not known | not known | Kaivalya Nadkarni · ≥ 1.2 yrs |
| 1-year return | 24.4% | 17.6% | 25.5% | 14.4% | 57.5% |
| 3 years p.a. | 25.6% | 31.5% | 25.9% | 24.1% | 58.0% |
| 5 years p.a. | 6.6% | 16.2% | — | 11.2% | 32.7% |
| Deepest fall (max drawdown) | −20.9% | −31.5% | −18.1% | −24.1% | −32.6% |
| Assets (AUM) | ₹3,116 Cr | ₹4,133 Cr | ₹1,738 Cr | ₹6,022 Cr | ₹1,743 Cr |
| Disclosed history | — | — | 10 mo | 12 yrs | 14 yrs |
| Holdings · top ten weight | none disclosed | none disclosed | 7 · 100% | 2 · 100% | 4 · 100% |
Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.