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

Quantum Nifty 50 ETF FOFICICI Prudential Dynamic Asset Allocation Active FOF
Quantum Nifty 50 ETF FOF
itself
0%
ICICI Prudential Dynamic Asset Allocation Active FOF
0%
itself

Most alike: Quantum Nifty 50 ETF FOF 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

MeasureQuantum Nifty 50 ETF FOFICICI Prudential Dynamic Asset Allocation Active FOF
CategoryFoF DomesticFoF Domestic
Share of three-year stretches it beat its category P40% of 1478% of 109
Regular plan costs more than Direct by, a year P50.13%0.93%
Portfolio turned over a year P1not measurednot measured
Run by P7Hitendra Parekh · 4.1 yrsManish Bhantia · 9.3 yrs
1-year return−7.1%1.8%
3 years p.a.6.8%10.8%
5 years p.a.—10.9%
Deepest fall (max drawdown)−15.4%−7.9%
Assets (AUM)₹36 Cr₹28,825 Cr
Disclosed history4.1 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.