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.
4 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 | DSP World Gold Mining Overseas Equity Omni FoF |
|---|---|---|---|---|
| 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 | Kotak US Specific Equity Passive FOF and DSP World Gold Mining Overseas Equity Omni FoF: 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 | HDFC Developed World Overseas Equity Passive FOF and DSP World Gold Mining Overseas Equity Omni FoF share 0% of their portfolios |
| 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 | Edelweiss Greater China Equity Off-shore and DSP World Gold Mining Overseas Equity Omni FoF: no portfolio disclosed for Edelweiss Greater China Equity Off-shore |
| DSP World Gold Mining Overseas Equity Omni FoFFoF Overseas | DSP World Gold Mining Overseas Equity Omni FoF and Kotak US Specific Equity Passive FOF: no portfolio disclosed for Kotak US Specific Equity Passive FOF | DSP World Gold Mining Overseas Equity Omni FoF and HDFC Developed World Overseas Equity Passive FOF share 0% of their portfolios | DSP World Gold Mining Overseas Equity Omni FoF and Edelweiss Greater China Equity Off-shore: no portfolio disclosed for Edelweiss Greater China Equity Off-shore | itself |
No two of these hold much of the same portfolio. The closest pair, HDFC Developed World Overseas Equity Passive FOF and DSP World Gold Mining Overseas Equity Omni FoF, share 0% — not one holding in common. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what you wanted.
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.
Read a cell as: of everything the two funds hold, this much is the same holding at the same weight. It is symmetric — the pair above the diagonal and the pair below it are one number shown twice. A pair at 0% holds nothing in common, which is a real answer, and often the useful one.
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 | DSP World Gold Mining Overseas Equity Omni FoF |
|---|---|---|---|---|
| Category | FoF Overseas | FoF Overseas | FoF Overseas | FoF Overseas |
| Fund house | Kotak Mahindra Asset Management Company Limited. | HDFC Asset Management Company Limited | Edelweiss Asset Management Limited | DSP Asset Managers Private Limited |
| Share of three-year stretches it beat its category P4 | 100% of 32 | 100% of 24 | 42% of 83 | 49% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.47% points | 0.53% points | 1.02% points | 0.66% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured | not measured |
| Run by P7 | not known | not known | not known | Kaivalya Nadkarni · ≥ 1.2 yrs |
| 1-year return | 30.4% | 25.5% | 24.4% | 57.5% |
| 3 years p.a. | 32.0% | 25.9% | 25.6% | 58.0% |
| 5 years p.a. | 20.9% | — | 6.6% | 32.7% |
| Deepest fall (max drawdown) | −23.4% | −18.1% | −20.9% | −32.6% |
| Assets (AUM) | ₹4,327 Cr | ₹1,738 Cr | ₹3,116 Cr | ₹1,743 Cr |
| Disclosed history | — | 10 mo | — | 14 yrs |
| Holdings · top ten weight | none disclosed | 7 · 100% | none disclosed | 4 · 100% |
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.