Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.
5 of 6 chosen
Add another Index Funds fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | UTI Nifty 50 Index | SBI NIFTY INDEX | HDFC Nifty 50 Index | ICICI Prudential Nifty 50 Index | HDFC BSE Sensex Index |
|---|---|---|---|---|---|
| UTI Nifty 50 IndexIndex Funds | itself | UTI Nifty 50 Index and SBI NIFTY INDEX share 100% of their portfolios | UTI Nifty 50 Index and HDFC Nifty 50 Index share 100% of their portfolios | UTI Nifty 50 Index and ICICI Prudential Nifty 50 Index share 100% of their portfolios | UTI Nifty 50 Index and HDFC BSE Sensex Index share 83% of their portfolios |
| SBI NIFTY INDEXIndex Funds | SBI NIFTY INDEX and UTI Nifty 50 Index share 100% of their portfolios | itself | SBI NIFTY INDEX and HDFC Nifty 50 Index share 100% of their portfolios | SBI NIFTY INDEX and ICICI Prudential Nifty 50 Index share 100% of their portfolios | SBI NIFTY INDEX and HDFC BSE Sensex Index share 83% of their portfolios |
| HDFC Nifty 50 IndexIndex Funds | HDFC Nifty 50 Index and UTI Nifty 50 Index share 100% of their portfolios | HDFC Nifty 50 Index and SBI NIFTY INDEX share 100% of their portfolios | itself | HDFC Nifty 50 Index and ICICI Prudential Nifty 50 Index share 100% of their portfolios | HDFC Nifty 50 Index and HDFC BSE Sensex Index share 83% of their portfolios |
| ICICI Prudential Nifty 50 IndexIndex Funds | ICICI Prudential Nifty 50 Index and UTI Nifty 50 Index share 100% of their portfolios | ICICI Prudential Nifty 50 Index and SBI NIFTY INDEX share 100% of their portfolios | ICICI Prudential Nifty 50 Index and HDFC Nifty 50 Index share 100% of their portfolios | itself | ICICI Prudential Nifty 50 Index and HDFC BSE Sensex Index share 83% of their portfolios |
| HDFC BSE Sensex IndexIndex Funds | HDFC BSE Sensex Index and UTI Nifty 50 Index share 83% of their portfolios | HDFC BSE Sensex Index and SBI NIFTY INDEX share 83% of their portfolios | HDFC BSE Sensex Index and HDFC Nifty 50 Index share 83% of their portfolios | HDFC BSE Sensex Index and ICICI Prudential Nifty 50 Index share 83% of their portfolios | itself |
Closest pair: UTI Nifty 50 Index Fund and SBI NIFTY INDEX FUND share 100% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Read a cell as: of everything the two funds hold, this much is the same holding at the same weight. It is symmetric — the pair above the diagonal and the pair below it are one number shown twice. A pair at 0% holds nothing in common, which is a real answer, and often the useful one.
Side by side
record, cost, returns, drawdown, size
| Measure | UTI Nifty 50 Index | SBI NIFTY INDEX | HDFC Nifty 50 Index | ICICI Prudential Nifty 50 Index | HDFC BSE Sensex Index |
|---|---|---|---|---|---|
| Category | Index Funds | Index Funds | Index Funds | Index Funds | Index Funds |
| Fund house | UTI Asset Mgmt. Co. Ltd. | SBI Funds Management Limited | HDFC Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 79% of 109 | 53% of 109 | 50% of 109 | 46% of 109 | 50% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.11% points | 0.41% points | not measured | 0.33% points | not measured |
| Portfolio turned over a year P1 | 32% | 32% | 32% | 32% | 31% |
| Run by P7 | Sharwan Kumar Goyal · 8.2 yrs | Viral Chhadva · 7 mo | not known | Nishit Patel · 5.7 yrs | not known |
| 1-year return | −6.3% | −6.3% | −6.5% | −6.3% | −8.3% |
| 3 years p.a. | 6.9% | 6.8% | 6.7% | 6.8% | 5.0% |
| 5 years p.a. | 6.9% | 6.9% | 6.7% | 6.9% | 5.7% |
| Deepest fall (max drawdown) | −15.5% | −15.5% | −15.6% | −15.5% | −16.1% |
| Assets (AUM) | ₹29,204 Cr | ₹13,913 Cr | ₹24,138 Cr | ₹17,420 Cr | ₹8,625 Cr |
| Disclosed history | 12 yrs | 5.8 yrs | 1.8 yrs | 10 yrs | 1.8 yrs |
| Holdings · top ten weight | 52 · 53% | 53 · 53% | 52 · 53% | 52 · 53% | 32 · 64% |
Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.