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.
2 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 | Kotak US Specific Equity Passive FOF |
|---|---|---|
| Axis Greater China Equity Fund ofFoF Overseas | itself | Axis Greater China Equity Fund of and Kotak US Specific Equity Passive FOF: no portfolio disclosed for Kotak US Specific Equity Passive FOF |
| Kotak US Specific Equity Passive FOFFoF Overseas | Kotak US Specific Equity Passive FOF and Axis Greater China Equity Fund of: no portfolio disclosed for Kotak US Specific Equity Passive FOF | itself |
Kotak US Specific Equity Passive FOF has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, not a finding about the fund.
Side by side
record, cost, returns, drawdown, size
| Measure | Axis Greater China Equity Fund of | Kotak US Specific Equity Passive FOF |
|---|---|---|
| Category | FoF Overseas | FoF Overseas |
| Fund house | Axis Asset Management Co. Ltd. | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 6% of 32 | 100% of 32 |
| Regular plan costs more than Direct by, a year P5 | 1.15% points | 0.47% points |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | not known | not known |
| 1-year return | 22.3% | 30.4% |
| 3 years p.a. | 23.5% | 32.0% |
| 5 years p.a. | 8.3% | 20.9% |
| Deepest fall (max drawdown) | −22.5% | −23.4% |
| Assets (AUM) | ₹3,839 Cr | ₹4,327 Cr |
| Disclosed history | 5.2 yrs | — |
| Holdings · top ten weight | 3 · 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.