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
| Axis Floating Interest Rates | HDFC Floating Interest Rates | |
|---|---|---|
| Axis Floating Interest Rates | itself | 8% |
| HDFC Floating Interest Rates | 8% | itself |
Most alike: Axis Floating Interest Rates Fund and HDFC Floating Interest Rates Fund share 8% 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 | Axis Floating Interest Rates | HDFC Floating Interest Rates |
|---|---|---|
| Category | Floating Interest Rates | Floating Interest Rates |
| Share of three-year stretches it beat its category P4 | 100% of 26 | 62% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.37% | 0.20% |
| Portfolio turned over a year P1 | 9% | not measured |
| Run by P7 | not known | not known |
| 1-year return | 7.2% | 6.1% |
| 3 years p.a. | 8.3% | 7.5% |
| 5 years p.a. | 7.2% | 6.9% |
| Deepest fall (max drawdown) | −1.3% | −0.4% |
| Assets (AUM) | ₹146 Cr | ₹16,389 Cr |
| Disclosed history | 4.8 yrs | 1 mo |
| Holdings · top ten weight | 38 · 54% | 146 · 31% |
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.