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
| SBI Children's Fund - Investment Plan | HDFC Children's | |
|---|---|---|
| SBI Children's Fund - Investment Plan | itself | 10% |
| HDFC Children's | 10% | itself |
Most alike: SBI Children's Fund - Investment Plan and HDFC Children's Fund share 10% 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 | SBI Children's Fund - Investment Plan | HDFC Children's |
|---|---|---|
| Category | Children's | Children's |
| Share of three-year stretches it beat its category P4 | 100% of 36 | 84% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.61% | not measured |
| Portfolio turned over a year P1 | 83% | 34% |
| Run by P7 | Lokesh Mallya · ≥ 3 mo | not known |
| 1-year return | 13.5% | −1.4% |
| 3 years p.a. | 21.1% | 8.1% |
| 5 years p.a. | 19.7% | 9.5% |
| Deepest fall (max drawdown) | −15.7% | −12.6% |
| Assets (AUM) | ₹7,317 Cr | ₹10,676 Cr |
| Disclosed history | 3.8 yrs | 1.8 yrs |
| Holdings · top ten weight | 42 · 45% | 112 · 38% |
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.