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
| Baroda BNP Paribas Children's | UTI Children's Hybrid | |
|---|---|---|
| Baroda BNP Paribas Children's | itself | 18% |
| UTI Children's Hybrid | 18% | itself |
Most alike: Baroda BNP Paribas Children's Fund and UTI Children's Hybrid Fund share 18% 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 | Baroda BNP Paribas Children's | UTI Children's Hybrid |
|---|---|---|
| Category | Children's | Children's |
| Share of three-year stretches it beat its category P4 | not measured | 4% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.89% | not measured |
| Portfolio turned over a year P1 | 74% | 18% |
| Run by P7 | Ankeet Pandya · 1.6 yrs | Sachin Trivedi · 1.3 yrs |
| 1-year return | 4.7% | −1.1% |
| 3 years p.a. | — | 6.4% |
| 5 years p.a. | — | 6.3% |
| Deepest fall (max drawdown) | −12.6% | −7.1% |
| Assets (AUM) | ₹124 Cr | ₹4,407 Cr |
| Disclosed history | 1.8 yrs | 8.3 yrs |
| Holdings · top ten weight | 64 · 27% | 139 · 36% |
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.