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 Equity Savings | Mahindra Manulife Equity Savings | |
|---|---|---|
| HSBC Equity Savings | itself | 28% |
| Mahindra Manulife Equity Savings | 28% | itself |
Most alike: HSBC Equity Savings Fund and Mahindra Manulife Equity Savings Fund share 28% 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 Equity Savings | Mahindra Manulife Equity Savings |
|---|---|---|
| Category | Equity Savings | Equity Savings |
| Share of three-year stretches it beat its category P4 | 100% of 11 | 69% of 62 |
| Regular plan costs more than Direct by, a year P5 | 0.99% | 1.96% |
| Portfolio turned over a year P1 | 154% | 38% |
| Run by P7 | Cheenu Gupta · 5.1 yrs | Rahul Pal · 9.6 yrs |
| 1-year return | 7.3% | 5.5% |
| 3 years p.a. | 13.1% | 9.5% |
| 5 years p.a. | — | 8.7% |
| Deepest fall (max drawdown) | −11.5% | −4.6% |
| Assets (AUM) | ₹1,410 Cr | ₹533 Cr |
| Disclosed history | 3.8 yrs | 9.6 yrs |
| Holdings · top ten weight | 114 · 34% | 105 · 68% |
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.