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
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) | HDFC Multi Cap | |
|---|---|---|
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) | itself | 34% |
| HDFC Multi Cap | 34% | itself |
Most alike: Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) and HDFC Multi Cap Fund share 34% 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 | Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) | HDFC Multi Cap |
|---|---|---|
| Category | Multi Cap | Multi Cap |
| Share of three-year stretches it beat its category P4 | 0% of 21 | 73% of 22 |
| Regular plan costs more than Direct by, a year P5 | 1.22% | 1.30% |
| Portfolio turned over a year P1 | 93% | 79% |
| Run by P7 | Shalav Saket · 6 mo | not known |
| 1-year return | 1.9% | −2.2% |
| 3 years p.a. | 13.3% | 12.0% |
| 5 years p.a. | — | — |
| Deepest fall (max drawdown) | −18.5% | −20.2% |
| Assets (AUM) | ₹2,953 Cr | ₹20,765 Cr |
| Disclosed history | 4.7 yrs | 2.4 yrs |
| Holdings · top ten weight | 87 · 25% | 127 · 23% |
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.