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
| Axis Long Term | HDFC Long Term | |
|---|---|---|
| Axis Long Term | itself | 46% |
| HDFC Long Term | 46% | itself |
Most alike: Axis Long Term Fund and HDFC Long Term Fund share 46% 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 | Axis Long Term | HDFC Long Term |
|---|---|---|
| Category | Long Term | Long Term |
| Share of three-year stretches it beat its category P4 | 10% of 10 | 11% of 9 |
| Regular plan costs more than Direct by, a year P5 | 0.46% | 0.37% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | not known | not known |
| 1-year return | 2.8% | 2.6% |
| 3 years p.a. | 5.8% | 5.9% |
| 5 years p.a. | — | — |
| Deepest fall (max drawdown) | −5.6% | −6.0% |
| Assets (AUM) | ₹230 Cr | ₹2,777 Cr |
| Disclosed history | 3.7 yrs | 1 mo |
| Holdings · top ten weight | 9 · 100% | 13 · 98% |
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.