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
| Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund) | ICICI Prudential Banking and PSU Debt | |
|---|---|---|
| Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund) | itself | 8% |
| ICICI Prudential Banking and PSU Debt | 8% | itself |
Most alike: Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund) and ICICI Prudential Banking and PSU Debt Fund share 8% 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 | Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund) | ICICI Prudential Banking and PSU Debt |
|---|---|---|
| Category | Banking and PSU Debt | Banking and PSU Debt |
| Share of three-year stretches it beat its category P4 | 3% of 109 | 76% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.12% | 0.39% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | : Dwijendra Srivastava · 2.5 yrs | Rohit Lakhotia · 3.3 yrs |
| 1-year return | 5.1% | 5.8% |
| 3 years p.a. | 7.1% | 7.2% |
| 5 years p.a. | 6.0% | 6.6% |
| Deepest fall (max drawdown) | −0.5% | −0.7% |
| Assets (AUM) | ₹269 Cr | ₹8,823 Cr |
| Disclosed history | 5.0 yrs | 12 yrs |
| Holdings · top ten weight | 30 · 54% | 100 · 30% |
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.