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 | Axis Greater China Equity Fund of | Franklin U. S. Opportunities Equity Active Fund of Funds | DSP World Gold Mining Overseas Equity Omni FoF |
|---|---|---|---|
| Axis Greater China Equity Fund ofFoF Overseas | itself | Axis Greater China Equity Fund of and Franklin U. S. Opportunities Equity Active Fund of Funds share 0% of their portfolios | Axis Greater China Equity Fund of and DSP World Gold Mining Overseas Equity Omni FoF share 0% of their portfolios |
| Franklin U. S. Opportunities Equity Active Fund of FundsFoF Overseas | Franklin U. S. Opportunities Equity Active Fund of Funds and Axis Greater China Equity Fund of share 0% of their portfolios | itself | Franklin U. S. Opportunities Equity Active Fund of Funds and DSP World Gold Mining Overseas Equity Omni FoF share 0% of their portfolios |
| DSP World Gold Mining Overseas Equity Omni FoFFoF Overseas | DSP World Gold Mining Overseas Equity Omni FoF and Axis Greater China Equity Fund of share 0% of their portfolios | DSP World Gold Mining Overseas Equity Omni FoF and Franklin U. S. Opportunities Equity Active Fund of Funds share 0% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, Axis Greater China Equity Fund of Fund and Franklin U. S. Opportunities Equity Active Fund of Funds, 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.
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 | Axis Greater China Equity Fund of | Franklin U. S. Opportunities Equity Active Fund of Funds | DSP World Gold Mining Overseas Equity Omni FoF |
|---|---|---|---|
| Category | FoF Overseas | FoF Overseas | FoF Overseas |
| Fund house | Axis Asset Management Co. Ltd. | Franklin Templeton Asset Management (India) Private Limited | DSP Asset Managers Private Limited |
| Share of three-year stretches it beat its category P4 | 6% of 32 | 78% of 109 | 49% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.15% points | 1.09% points | 0.66% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured |
| Run by P7 | not known | not known | Kaivalya Nadkarni · ≥ 1.2 yrs |
| 1-year return | 22.3% | 14.4% | 57.5% |
| 3 years p.a. | 23.5% | 24.1% | 58.0% |
| 5 years p.a. | 8.3% | 11.2% | 32.7% |
| Deepest fall (max drawdown) | −22.5% | −24.1% | −32.6% |
| Assets (AUM) | ₹3,839 Cr | ₹6,022 Cr | ₹1,743 Cr |
| Disclosed history | 5.2 yrs | 12 yrs | 14 yrs |
| Holdings · top ten weight | 3 · 100% | 2 · 100% | 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.