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
| ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA | SBI Children's Fund - Investment Plan | |
|---|---|---|
| ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA | itself | 7% |
| SBI Children's Fund - Investment Plan | 7% | itself |
Most alike: ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA and SBI Children's Fund - Investment Plan share 7% 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 | ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA | SBI Children's Fund - Investment Plan |
|---|---|---|
| Category | Children's | Children's |
| Share of three-year stretches it beat its category P4 | 21% of 56 | 100% of 36 |
| Regular plan costs more than Direct by, a year P5 | 1.77% | 1.61% |
| Portfolio turned over a year P1 | 71% | 83% |
| Run by P7 | Chanchal Khandelwal · ≥ 6 mo | Lokesh Mallya · ≥ 3 mo |
| 1-year return | 5.3% | 13.5% |
| 3 years p.a. | 11.7% | 21.1% |
| 5 years p.a. | 9.9% | 19.7% |
| Deepest fall (max drawdown) | −18.9% | −15.7% |
| Assets (AUM) | ₹1,227 Cr | ₹7,317 Cr |
| Disclosed history | 5.7 yrs | 3.8 yrs |
| Holdings · top ten weight | 65 · 33% | 42 · 45% |
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.