ANVESHAN
Theme
Create account

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.

2 of 6 pickedCompare

Overlap

share of the portfolio the two funds hold in common

Parag Parikh Conservative HybridICICI Prudential Conservative Hybrid
Parag Parikh Conservative Hybrid
itself
0%
ICICI Prudential Conservative Hybrid
0%
itself

Most alike: Parag Parikh Conservative Hybrid Fund and ICICI Prudential Conservative Hybrid Fund 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

MeasureParag Parikh Conservative HybridICICI Prudential Conservative Hybrid
CategoryConservative HybridConservative Hybrid
Share of three-year stretches it beat its category P4100% of 29100% of 109
Regular plan costs more than Direct by, a year P50.33%0.83%
Portfolio turned over a year P18%2%
Run by P7Raj Mehta · 5.3 yrsManish Banthia · 13 yrs
1-year return4.8%3.1%
3 years p.a.9.3%8.8%
5 years p.a.9.2%8.3%
Deepest fall (max drawdown)−2.2%−3.0%
Assets (AUM)₹3,450 Cr₹3,355 Cr
Disclosed history5.0 yrs2 mo
Holdings · top ten weight81 · 40%137 · 25%

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.