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. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
3 of 6 chosen
Add another FoF Overseas fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Kotak US Specific Equity Passive FOF | HDFC Developed World Overseas Equity Passive FOF | Edelweiss Greater China Equity Off-shore |
|---|---|---|---|
| Kotak US Specific Equity Passive FOFFoF Overseas | itself | Kotak US Specific Equity Passive FOF and HDFC Developed World Overseas Equity Passive FOF: no portfolio disclosed for Kotak US Specific Equity Passive FOF | Kotak US Specific Equity Passive FOF and Edelweiss Greater China Equity Off-shore: no portfolio disclosed for Kotak US Specific Equity Passive FOF |
| HDFC Developed World Overseas Equity Passive FOFFoF Overseas | HDFC Developed World Overseas Equity Passive FOF and Kotak US Specific Equity Passive FOF: no portfolio disclosed for Kotak US Specific Equity Passive FOF | itself | HDFC Developed World Overseas Equity Passive FOF and Edelweiss Greater China Equity Off-shore: no portfolio disclosed for Edelweiss Greater China Equity Off-shore |
| Edelweiss Greater China Equity Off-shoreFoF Overseas | Edelweiss Greater China Equity Off-shore and Kotak US Specific Equity Passive FOF: no portfolio disclosed for Edelweiss Greater China Equity Off-shore | Edelweiss Greater China Equity Off-shore and HDFC Developed World Overseas Equity Passive FOF: no portfolio disclosed for Edelweiss Greater China Equity Off-shore | itself |
2 of these funds have no portfolio on file, so their rows are blank rather than zero — an absence in our data, not a finding about the funds.
Side by side
record, cost, returns, drawdown, size
| Measure | Kotak US Specific Equity Passive FOF | HDFC Developed World Overseas Equity Passive FOF | Edelweiss Greater China Equity Off-shore |
|---|---|---|---|
| Category | FoF Overseas | FoF Overseas | FoF Overseas |
| Fund house | Kotak Mahindra Asset Management Company Limited. | HDFC Asset Management Company Limited | Edelweiss Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 100% of 32 | 100% of 24 | 42% of 83 |
| Regular plan costs more than Direct by, a year P5 | 0.47% points | 0.53% points | 1.02% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured |
| Run by P7 | not known | not known | not known |
| 1-year return | 30.4% | 25.5% | 24.4% |
| 3 years p.a. | 32.0% | 25.9% | 25.6% |
| 5 years p.a. | 20.9% | — | 6.6% |
| Deepest fall (max drawdown) | −23.4% | −18.1% | −20.9% |
| Assets (AUM) | ₹4,327 Cr | ₹1,738 Cr | ₹3,116 Cr |
| Disclosed history | — | 10 mo | — |
| Holdings · top ten weight | none disclosed | 7 · 100% | none disclosed |
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.