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

Axis NASDAQ 100 US Specific Equity Passive FOFEdelweiss US Technology Equity Fund of
Axis NASDAQ 100 US Specific Equity Passive FOF
itself
0%
Edelweiss US Technology Equity Fund of
0%
itself

Most alike: Axis NASDAQ 100 US Specific Equity Passive FOF and Edelweiss US Technology Equity 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

MeasureAxis NASDAQ 100 US Specific Equity Passive FOFEdelweiss US Technology Equity Fund of
CategoryFoF OverseasFoF Overseas
Share of three-year stretches it beat its category P4100% of 1167% of 43
Regular plan costs more than Direct by, a year P50.49%1.17%
Portfolio turned over a year P1not measurednot measured
Run by P7not knownnot known
1-year return30.0%17.6%
3 years p.a.31.5%31.5%
5 years p.a.—16.2%
Deepest fall (max drawdown)−23.1%−31.5%
Assets (AUM)₹214 Cr₹4,133 Cr
Disclosed history3.8 yrs—
Holdings · top ten weight3 · 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.