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
| Aditya Birla Sun Life Multi-Asset Passive FOF | HDFC Gold ETF Fund of | |
|---|---|---|
| Aditya Birla Sun Life Multi-Asset Passive FOF | itself | 0% |
| HDFC Gold ETF Fund of | 0% | itself |
Most alike: Aditya Birla Sun Life Multi-Asset Passive FOF and HDFC Gold ETF Fund of Fund 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
| Measure | Aditya Birla Sun Life Multi-Asset Passive FOF | HDFC Gold ETF Fund of |
|---|---|---|
| Category | FoF Domestic | FoF Domestic |
| Share of three-year stretches it beat its category P4 | 100% of 12 | 52% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.37% | not measured |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | not known | not known |
| 1-year return | 9.4% | 34.6% |
| 3 years p.a. | 15.9% | 35.2% |
| 5 years p.a. | — | 25.6% |
| Deepest fall (max drawdown) | −16.4% | −24.8% |
| Assets (AUM) | ₹31 Cr | ₹12,132 Cr |
| Disclosed history | 3.9 yrs | 1.8 yrs |
| Holdings · top ten weight | 14 · 91% | 3 · 100% |
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.