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
| Tata Dividend Yield | SBI Dividend Yield | |
|---|---|---|
| Tata Dividend Yield | itself | 18% |
| SBI Dividend Yield | 18% | itself |
Most alike: Tata Dividend Yield Fund and SBI Dividend Yield Fund share 18% 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 | Tata Dividend Yield | SBI Dividend Yield |
|---|---|---|
| Category | Dividend Yield | Dividend Yield |
| Share of three-year stretches it beat its category P4 | 59% of 29 | 43% of 7 |
| Regular plan costs more than Direct by, a year P5 | not measured | not measured |
| Portfolio turned over a year P1 | 63% | 89% |
| Run by P7 | Hasmukh Vishariya · ≥ 9 mo | Nidhi Chawla · ≥ 3 mo |
| 1-year return | 9.8% | 3.1% |
| 3 years p.a. | 14.9% | 11.2% |
| 5 years p.a. | 14.0% | — |
| Deepest fall (max drawdown) | −20.4% | −17.8% |
| Assets (AUM) | ₹1,108 Cr | ₹8,653 Cr |
| Disclosed history | 7.3 yrs | 3.5 yrs |
| Holdings · top ten weight | 80 · 27% | 62 · 35% |
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.