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

Mirae Asset S&P 500 Top 50 ETF Fund ofICICI Prudential Dynamic Asset Allocation Active FOF
Mirae Asset S&P 500 Top 50 ETF Fund of
itself
0%
ICICI Prudential Dynamic Asset Allocation Active FOF
0%
itself

Most alike: Mirae Asset S&P 500 Top 50 ETF Fund of Fund and ICICI Prudential Dynamic Asset Allocation Active 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

MeasureMirae Asset S&P 500 Top 50 ETF Fund ofICICI Prudential Dynamic Asset Allocation Active FOF
CategoryFoF DomesticFoF Domestic
Share of three-year stretches it beat its category P4100% of 2578% of 109
Regular plan costs more than Direct by, a year P50.54%0.93%
Portfolio turned over a year P1not measurednot measured
Run by P7Ekta Gala & · 5.1 yrsManish Bhantia · 9.3 yrs
1-year return84.0%1.8%
3 years p.a.56.8%10.8%
5 years p.a.34.9%10.9%
Deepest fall (max drawdown)−29.9%−7.9%
Assets (AUM)₹841 Cr₹28,825 Cr
Disclosed history4.8 yrs7.0 yrs
Holdings · top ten weight3 · 100%31 · 66%

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.