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
| Union Value | HSBC Value | |
|---|---|---|
| Union Value | itself | 37% |
| HSBC Value | 37% | itself |
Most alike: Union Value Fund and HSBC Value Fund share 37% 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 | Union Value | HSBC Value |
|---|---|---|
| Category | Value | Value |
| Share of three-year stretches it beat its category P4 | 31% of 58 | 100% of 11 |
| Regular plan costs more than Direct by, a year P5 | 1.08% | 1.12% |
| Portfolio turned over a year P1 | 99% | 75% |
| Run by P7 | Gaurav Chopra · 1.8 yrs | Venugopal Manghat · 14 yrs |
| 1-year return | −0.2% | 2.4% |
| 3 years p.a. | 12.0% | 15.9% |
| 5 years p.a. | 12.2% | — |
| Deepest fall (max drawdown) | −17.9% | −19.6% |
| Assets (AUM) | ₹395 Cr | ₹15,373 Cr |
| Disclosed history | 9 mo | 3.8 yrs |
| Holdings · top ten weight | 68 · 35% | 86 · 32% |
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.