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 Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) | HDFC Equity Savings | |
|---|---|---|
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) | itself | 34% |
| HDFC Equity Savings | 34% | itself |
Most alike: Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) and HDFC Equity Savings 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 Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) | HDFC Equity Savings |
|---|---|---|
| Category | Equity Savings | Equity Savings |
| Share of three-year stretches it beat its category P4 | 100% of 21 | 88% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.74% | 1.07% |
| Portfolio turned over a year P1 | 62% | 42% |
| Run by P7 | Dwijendra Srivastava · ≥ 2.0 yrs | not known |
| 1-year return | 1.6% | 2.5% |
| 3 years p.a. | 9.3% | 8.3% |
| 5 years p.a. | — | 8.3% |
| Deepest fall (max drawdown) | −6.2% | −4.8% |
| Assets (AUM) | ₹1,036 Cr | ₹5,766 Cr |
| Disclosed history | 4.7 yrs | 2.3 yrs |
| Holdings · top ten weight | 91 · 52% | 120 · 38% |
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.