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
| HDFC Housing Opportunities | ICICI Prudential Business Cycle | |
|---|---|---|
| HDFC Housing Opportunities | itself | 33% |
| ICICI Prudential Business Cycle | 33% | itself |
Most alike: HDFC Housing Opportunities Fund and ICICI Prudential Business Cycle Fund share 33% 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 | HDFC Housing Opportunities | ICICI Prudential Business Cycle |
|---|---|---|
| Category | Sectoral/ Thematic | Sectoral/ Thematic |
| Share of three-year stretches it beat its category P4 | 49% of 70 | 100% of 33 |
| Regular plan costs more than Direct by, a year P5 | 1.10% | 1.36% |
| Portfolio turned over a year P1 | 35% | 52% |
| Run by P7 | not known | Manish Banthia · 5.7 yrs |
| 1-year return | −6.6% | −3.9% |
| 3 years p.a. | 9.7% | 14.8% |
| 5 years p.a. | 11.1% | 14.9% |
| Deepest fall (max drawdown) | −23.1% | −14.4% |
| Assets (AUM) | ₹1,181 Cr | ₹16,090 Cr |
| Disclosed history | 2.4 yrs | 5.7 yrs |
| Holdings · top ten weight | 37 · 62% | 88 · 51% |
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.