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

BANDHAN CREDIT RISKAditya Birla Sun Life Credit Risk
BANDHAN CREDIT RISK
itself
1%
Aditya Birla Sun Life Credit Risk
1%
itself

Most alike: BANDHAN CREDIT RISK FUND and Aditya Birla Sun Life Credit Risk Fund share 1% 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

MeasureBANDHAN CREDIT RISKAditya Birla Sun Life Credit Risk
CategoryCredit RiskCredit Risk
Share of three-year stretches it beat its category P432% of 7969% of 102
Regular plan costs more than Direct by, a year P51.05%0.97%
Portfolio turned over a year P1not measured0%
Run by P7Debraj Lahiri · 11 moMohit Sharma · ≥ 5 mo
1-year return5.8%12.6%
3 years p.a.7.3%13.1%
5 years p.a.6.3%10.9%
Deepest fall (max drawdown)−0.4%−0.4%
Assets (AUM)₹227 Cr₹1,500 Cr
Disclosed history4.9 yrs11 yrs
Holdings · top ten weight19 · 81%59 · 37%

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.