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
| WhiteOak Capital ESG Best-In-Class Strategy | ICICI Prudential India Opportunities | |
|---|---|---|
| WhiteOak Capital ESG Best-In-Class Strategy | itself | 24% |
| ICICI Prudential India Opportunities | 24% | itself |
Most alike: WhiteOak Capital ESG Best-In-Class Strategy Fund and ICICI Prudential India Opportunities Fund share 24% 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 | WhiteOak Capital ESG Best-In-Class Strategy | ICICI Prudential India Opportunities |
|---|---|---|
| Category | Sectoral/ Thematic | Sectoral/ Thematic |
| Share of three-year stretches it beat its category P4 | not measured | 100% of 57 |
| Regular plan costs more than Direct by, a year P5 | 1.72% | 1.47% |
| Portfolio turned over a year P1 | 59% | 76% |
| Run by P7 | Dheeresh Pathak · 1.9 yrs | Roshan Chutkey · 7.7 yrs |
| 1-year return | −4.3% | −0.6% |
| 3 years p.a. | — | 13.8% |
| 5 years p.a. | — | 16.6% |
| Deepest fall (max drawdown) | −17.2% | −13.7% |
| Assets (AUM) | ₹53 Cr | ₹38,633 Cr |
| Disclosed history | 1.9 yrs | 7.3 yrs |
| Holdings · top ten weight | 55 · 50% | 80 · 45% |
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.