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 Aggressive Hybrid | HDFC Aggressive Hybrid | |
|---|---|---|
| WhiteOak Capital Aggressive Hybrid | itself | 26% |
| HDFC Aggressive Hybrid | 26% | itself |
Most alike: WhiteOak Capital Aggressive Hybrid Fund and HDFC Aggressive Hybrid Fund share 26% 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 Aggressive Hybrid | HDFC Aggressive Hybrid |
|---|---|---|
| Category | Aggressive Hybrid | Aggressive Hybrid |
| Share of three-year stretches it beat its category P4 | not measured | 28% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.72% |
| Portfolio turned over a year P1 | 120% | not measured |
| Run by P7 | Ashish Agrawal · 3 mo | not known |
| 1-year return | — | −4.5% |
| 3 years p.a. | — | 6.5% |
| 5 years p.a. | — | 8.3% |
| Deepest fall (max drawdown) | −2.8% | −12.6% |
| Assets (AUM) | ₹499 Cr | ₹22,488 Cr |
| Disclosed history | 3 mo | 1 mo |
| Holdings · top ten weight | 137 · 41% | 139 · 35% |
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.