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
| Nippon India Corporate Bond | HDFC Corporate Bond | |
|---|---|---|
| Nippon India Corporate Bond | itself | 9% |
| HDFC Corporate Bond | 9% | itself |
Most alike: Nippon India Corporate Bond Fund and HDFC Corporate Bond Fund share 9% 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 | Nippon India Corporate Bond | HDFC Corporate Bond |
|---|---|---|
| Category | Corporate Bond | Corporate Bond |
| Share of three-year stretches it beat its category P4 | 61% of 109 | 92% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.42% | 0.21% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Vivek Sharma · 6.5 yrs | not known |
| 1-year return | 5.4% | 4.7% |
| 3 years p.a. | 7.5% | 7.0% |
| 5 years p.a. | 6.8% | 6.3% |
| Deepest fall (max drawdown) | −0.6% | −1.1% |
| Assets (AUM) | ₹9,450 Cr | ₹30,549 Cr |
| Disclosed history | 14 yrs | 2.3 yrs |
| Holdings · top ten weight | 123 · 30% | 240 · 23% |
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.