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
| HDFC DIVIDEND YIELD | SBI Dividend Yield | |
|---|---|---|
| HDFC DIVIDEND YIELD | itself | 26% |
| SBI Dividend Yield | 26% | itself |
Most alike: HDFC DIVIDEND YIELD FUND and SBI Dividend Yield Fund share 26% 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 | HDFC DIVIDEND YIELD | SBI Dividend Yield |
|---|---|---|
| Category | Dividend Yield | Dividend Yield |
| Share of three-year stretches it beat its category P4 | 32% of 34 | 43% of 7 |
| Regular plan costs more than Direct by, a year P5 | not measured | not measured |
| Portfolio turned over a year P1 | 39% | 89% |
| Run by P7 | not known | Nidhi Chawla · ≥ 3 mo |
| 1-year return | −7.8% | 3.1% |
| 3 years p.a. | 6.0% | 11.2% |
| 5 years p.a. | 8.6% | — |
| Deepest fall (max drawdown) | −27.9% | −17.8% |
| Assets (AUM) | ₹5,659 Cr | ₹8,653 Cr |
| Disclosed history | 2.4 yrs | 3.5 yrs |
| Holdings · top ten weight | 130 · 31% | 62 · 35% |
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.