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
| HSBC Focused | ICICI Prudential Focused | |
|---|---|---|
| HSBC Focused | itself | 22% |
| ICICI Prudential Focused | 22% | itself |
Most alike: HSBC Focused Fund and ICICI Prudential Focused Fund share 22% 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 | HSBC Focused | ICICI Prudential Focused |
|---|---|---|
| Category | Focused | Focused |
| Share of three-year stretches it beat its category P4 | 79% of 39 | 56% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.60% | 1.32% |
| Portfolio turned over a year P1 | 83% | 105% |
| Run by P7 | Neelotpal Sahai · 6.1 yrs | Vaibhav Dusad · 4.1 yrs |
| 1-year return | 8.2% | −0.3% |
| 3 years p.a. | 15.2% | 16.9% |
| 5 years p.a. | 12.6% | 15.1% |
| Deepest fall (max drawdown) | −20.7% | −16.8% |
| Assets (AUM) | ₹1,843 Cr | ₹17,956 Cr |
| Disclosed history | 4.8 yrs | 11 yrs |
| Holdings · top ten weight | 30 · 48% | 35 · 49% |
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.