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
| HSBC Credit Risk | Aditya Birla Sun Life Credit Risk | |
|---|---|---|
| HSBC Credit Risk | itself | 11% |
| Aditya Birla Sun Life Credit Risk | 11% | itself |
Most alike: HSBC Credit Risk Fund and Aditya Birla Sun Life Credit Risk Fund share 11% 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 | HSBC Credit Risk | Aditya Birla Sun Life Credit Risk |
|---|---|---|
| Category | Credit Risk | Credit Risk |
| Share of three-year stretches it beat its category P4 | 100% of 11 | 69% of 102 |
| Regular plan costs more than Direct by, a year P5 | 0.84% | 0.97% |
| Portfolio turned over a year P1 | not measured | 0% |
| Run by P7 | Shriram Ramanathan · 14 yrs | Mohit Sharma · ≥ 5 mo |
| 1-year return | 6.6% | 12.6% |
| 3 years p.a. | 11.7% | 13.1% |
| 5 years p.a. | — | 10.9% |
| Deepest fall (max drawdown) | −0.4% | −0.4% |
| Assets (AUM) | ₹457 Cr | ₹1,500 Cr |
| Disclosed history | 3.6 yrs | 11 yrs |
| Holdings · top ten weight | 31 · 59% | 59 · 37% |
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.