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
| Helios Financial Services | ICICI Prudential Technology | |
|---|---|---|
| Helios Financial Services | itself | 3% |
| ICICI Prudential Technology | 3% | itself |
Most alike: Helios Financial Services Fund and ICICI Prudential Technology Fund share 3% 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 | Helios Financial Services | ICICI Prudential Technology |
|---|---|---|
| Category | Sectoral/ Thematic | Sectoral/ Thematic |
| Share of three-year stretches it beat its category P4 | not measured | 58% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.69% | 0.98% |
| Portfolio turned over a year P1 | 91% | 61% |
| Run by P7 | Alok Bahl · 2.3 yrs | Vaibhav Dusad · 6.3 yrs |
| 1-year return | 1.4% | −12.1% |
| 3 years p.a. | — | 5.3% |
| 5 years p.a. | — | 3.4% |
| Deepest fall (max drawdown) | −17.7% | −28.0% |
| Assets (AUM) | ₹203 Cr | ₹13,677 Cr |
| Disclosed history | 2.3 yrs | 13 yrs |
| Holdings · top ten weight | 30 · 68% | 71 · 54% |
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.