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 Aggressive Hybrid | SBI AGGRESSIVE HYBRID | |
|---|---|---|
| Union Aggressive Hybrid | itself | 21% |
| SBI AGGRESSIVE HYBRID | 21% | itself |
Most alike: Union Aggressive Hybrid Fund and SBI AGGRESSIVE HYBRID FUND share 21% 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 Aggressive Hybrid | SBI AGGRESSIVE HYBRID |
|---|---|---|
| Category | Aggressive Hybrid | Aggressive Hybrid |
| Share of three-year stretches it beat its category P4 | 0% of 34 | 60% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.25% | 0.91% |
| Portfolio turned over a year P1 | 138% | 49% |
| Run by P7 | Parijat Agrawal · 5.8 yrs | R Srinivasan · ≥ 3 mo |
| 1-year return | 2.7% | 2.3% |
| 3 years p.a. | 10.8% | 12.0% |
| 5 years p.a. | 9.2% | 9.6% |
| Deepest fall (max drawdown) | −13.7% | −9.9% |
| Assets (AUM) | ₹752 Cr | ₹88,060 Cr |
| Disclosed history | 9 mo | 5.8 yrs |
| Holdings · top ten weight | 85 · 35% | 114 · 36% |
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.