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 Multi Cap | HDFC Multi Cap | |
|---|---|---|
| HSBC Multi Cap | itself | 31% |
| HDFC Multi Cap | 31% | itself |
Most alike: HSBC Multi Cap Fund and HDFC Multi Cap Fund share 31% 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 Multi Cap | HDFC Multi Cap |
|---|---|---|
| Category | Multi Cap | Multi Cap |
| Share of three-year stretches it beat its category P4 | 100% of 8 | 73% of 22 |
| Regular plan costs more than Direct by, a year P5 | 1.59% | 1.30% |
| Portfolio turned over a year P1 | 94% | 79% |
| Run by P7 | Venugopal Manghat · 3.6 yrs | not known |
| 1-year return | 8.1% | −2.2% |
| 3 years p.a. | 18.9% | 12.0% |
| 5 years p.a. | — | — |
| Deepest fall (max drawdown) | −20.1% | −20.2% |
| Assets (AUM) | ₹6,503 Cr | ₹20,765 Cr |
| Disclosed history | 3.7 yrs | 2.4 yrs |
| Holdings · top ten weight | 103 · 24% | 127 · 23% |
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.