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
| DSP Floating Interest Rates | Aditya Birla Sun Life Floating Interest Rates | |
|---|---|---|
| DSP Floating Interest Rates | itself | 9% |
| Aditya Birla Sun Life Floating Interest Rates | 9% | itself |
Most alike: DSP Floating Interest Rates Fund and Aditya Birla Sun Life Floating Interest Rates Fund share 9% 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 | DSP Floating Interest Rates | Aditya Birla Sun Life Floating Interest Rates |
|---|---|---|
| Category | Floating Interest Rates | Floating Interest Rates |
| Share of three-year stretches it beat its category P4 | 87% of 31 | 51% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.29% | 0.24% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Shantanu Godambe · ≥ 1.2 yrs | Harshil Suvarnkar · ≥ 6 mo |
| 1-year return | 5.6% | 6.2% |
| 3 years p.a. | 7.7% | 7.4% |
| 5 years p.a. | 6.7% | 6.8% |
| Deepest fall (max drawdown) | −0.5% | −0.2% |
| Assets (AUM) | ₹327 Cr | ₹12,299 Cr |
| Disclosed history | 5.3 yrs | 8.2 yrs |
| Holdings · top ten weight | 16 · 90% | 218 · 27% |
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.