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
| SBI US Specific Equity Active FoF | Kotak US Specific Equity Passive FOF | |
|---|---|---|
| SBI US Specific Equity Active FoF | itself | 0% |
| Kotak US Specific Equity Passive FOF | 0% | itself |
Most alike: SBI US Specific Equity Active FoF and Kotak US Specific Equity Passive FOF share 0% 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 | SBI US Specific Equity Active FoF | Kotak US Specific Equity Passive FOF |
|---|---|---|
| Category | FoF Overseas | FoF Overseas |
| Share of three-year stretches it beat its category P4 | 100% of 31 | 100% of 32 |
| Regular plan costs more than Direct by, a year P5 | 0.84% | 0.47% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Rohit Shimpi · ≥ 3 mo | not known |
| 1-year return | 22.0% | 30.4% |
| 3 years p.a. | 27.5% | 32.0% |
| 5 years p.a. | 17.9% | 20.9% |
| Deepest fall (max drawdown) | −21.8% | −23.4% |
| Assets (AUM) | ₹1,209 Cr | ₹4,327 Cr |
| Disclosed history | 3.7 yrs | — |
| Holdings · top ten weight | 3 · 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.