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
| ITI Focused | ICICI Prudential Focused | |
|---|---|---|
| ITI Focused | itself | 17% |
| ICICI Prudential Focused | 17% | itself |
Most alike: ITI Focused Fund and ICICI Prudential Focused Fund share 17% 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 | ITI Focused | ICICI Prudential Focused |
|---|---|---|
| Category | Focused | Focused |
| Share of three-year stretches it beat its category P4 | 100% of 4 | 56% of 109 |
| Regular plan costs more than Direct by, a year P5 | 2.12% | 1.32% |
| Portfolio turned over a year P1 | 86% | 105% |
| Run by P7 | Dhimant Shah · ≥ 5 mo | Vaibhav Dusad · 4.1 yrs |
| 1-year return | 7.0% | −0.3% |
| 3 years p.a. | 18.1% | 16.9% |
| 5 years p.a. | — | 15.1% |
| Deepest fall (max drawdown) | −18.4% | −16.8% |
| Assets (AUM) | ₹626 Cr | ₹17,956 Cr |
| Disclosed history | 3.3 yrs | 11 yrs |
| Holdings · top ten weight | 30 · 43% | 35 · 49% |
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.