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
| Tata Flexi Cap | Aditya Birla Sun Life Flexi Cap | |
|---|---|---|
| Tata Flexi Cap | itself | 28% |
| Aditya Birla Sun Life Flexi Cap | 28% | itself |
Most alike: Tata Flexi Cap Fund and Aditya Birla Sun Life Flexi Cap Fund share 28% 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 | Tata Flexi Cap | Aditya Birla Sun Life Flexi Cap |
|---|---|---|
| Category | Flexi Cap | Flexi Cap |
| Share of three-year stretches it beat its category P4 | 16% of 61 | 58% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.66% | 1.02% |
| Portfolio turned over a year P1 | 85% | 50% |
| Run by P7 | Aditya Bagul · ≥ 1.5 yrs | Dhaval Joshi · ≥ 6 mo |
| 1-year return | −5.1% | 7.3% |
| 3 years p.a. | 10.3% | 15.0% |
| 5 years p.a. | 8.9% | 11.6% |
| Deepest fall (max drawdown) | −14.6% | −17.0% |
| Assets (AUM) | ₹3,695 Cr | ₹27,401 Cr |
| Disclosed history | 5.4 yrs | 13 yrs |
| Holdings · top ten weight | 68 · 37% | 89 · 28% |
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.