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
| quant Equity Savings | SBI EQUITY SAVINGS | |
|---|---|---|
| quant Equity Savings | itself | 13% |
| SBI EQUITY SAVINGS | 13% | itself |
Most alike: quant Equity Savings Fund and SBI EQUITY SAVINGS FUND share 13% 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 | quant Equity Savings | SBI EQUITY SAVINGS |
|---|---|---|
| Category | Equity Savings | Equity Savings |
| Share of three-year stretches it beat its category P4 | not measured | 82% of 100 |
| Regular plan costs more than Direct by, a year P5 | 1.81% | 0.99% |
| Portfolio turned over a year P1 | 227% | 83% |
| Run by P7 | Ankit Pande · ≥ 11 mo | Mohit jain · ≥ 3 mo |
| 1-year return | 9.5% | 3.2% |
| 3 years p.a. | — | 8.1% |
| 5 years p.a. | — | 8.3% |
| Deepest fall (max drawdown) | −5.0% | −6.4% |
| Assets (AUM) | ₹55 Cr | ₹5,328 Cr |
| Disclosed history | 1.0 yrs | 5.8 yrs |
| Holdings · top ten weight | 23 · 70% | 107 · 39% |
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.