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 Focused | HDFC Focused | |
|---|---|---|
| Union Focused | itself | 27% |
| HDFC Focused | 27% | itself |
Most alike: Union Focused Fund and HDFC Focused Fund share 27% 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 Focused | HDFC Focused |
|---|---|---|
| Category | Focused | Focused |
| Share of three-year stretches it beat its category P4 | 14% of 50 | 49% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.10% | 1.20% |
| Portfolio turned over a year P1 | 70% | 54% |
| Run by P7 | Vinod Malviya · 1.8 yrs | not known |
| 1-year return | 5.0% | −1.6% |
| 3 years p.a. | 11.6% | 15.4% |
| 5 years p.a. | 9.8% | 18.0% |
| Deepest fall (max drawdown) | −17.0% | −14.0% |
| Assets (AUM) | ₹444 Cr | ₹28,104 Cr |
| Disclosed history | 2.2 yrs | 10 mo |
| Holdings · top ten weight | 32 · 47% | 33 · 55% |
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.