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
| ITI Liquid | HDFC Liquid | |
|---|---|---|
| ITI Liquid | itself | 4% |
| HDFC Liquid | 4% | itself |
Most alike: ITI Liquid Fund and HDFC Liquid Fund share 4% 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 | ITI Liquid | HDFC Liquid |
|---|---|---|
| Category | Liquid | Liquid |
| Share of three-year stretches it beat its category P4 | 0% of 54 | 10% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.14% | 0.14% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Laukik Bagwe · 1.6 yrs | not known |
| 1-year return | 6.2% | 6.5% |
| 3 years p.a. | 6.7% | 6.9% |
| 5 years p.a. | 6.2% | 6.3% |
| Deepest fall (max drawdown) | −0.0% | −0.0% |
| Assets (AUM) | ₹54 Cr | ₹73,489 Cr |
| Disclosed history | 7.4 yrs | 2.3 yrs |
| Holdings · top ten weight | 14 · 93% | 154 · 26% |
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.