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
| Nippon India Nifty Next 50 Junior BeES FoF | HDFC Gold ETF Fund of | |
|---|---|---|
| Nippon India Nifty Next 50 Junior BeES FoF | itself | 0% |
| HDFC Gold ETF Fund of | 0% | itself |
Most alike: Nippon India Nifty Next 50 Junior BeES FoF and HDFC Gold ETF Fund of Fund share 0% 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 | Nippon India Nifty Next 50 Junior BeES FoF | HDFC Gold ETF Fund of |
|---|---|---|
| Category | FoF Domestic | FoF Domestic |
| Share of three-year stretches it beat its category P4 | 96% of 55 | 52% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.26% | not measured |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Himanshu Mange · 2.7 yrs | not known |
| 1-year return | 4.2% | 34.6% |
| 3 years p.a. | 17.5% | 35.2% |
| 5 years p.a. | 11.9% | 25.6% |
| Deepest fall (max drawdown) | −25.9% | −24.8% |
| Assets (AUM) | ₹779 Cr | ₹12,132 Cr |
| Disclosed history | 7.0 yrs | 1.8 yrs |
| Holdings · top ten weight | 4 · 100% | 3 · 100% |
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.