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 Corporate Bond fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Nippon India Corporate Bond | HDFC Corporate Bond | BANDHAN Corporate Bond | Aditya Birla Sun Life Corporate Bond | SBI Corporate Bond |
|---|---|---|---|---|---|
| Nippon India Corporate BondCorporate Bond | itself | Nippon India Corporate Bond and HDFC Corporate Bond share 9% of their portfolios | Nippon India Corporate Bond and BANDHAN Corporate Bond share 6% of their portfolios | Nippon India Corporate Bond and Aditya Birla Sun Life Corporate Bond share 11% of their portfolios | Nippon India Corporate Bond and SBI Corporate Bond share 14% of their portfolios |
| HDFC Corporate BondCorporate Bond | HDFC Corporate Bond and Nippon India Corporate Bond share 9% of their portfolios | itself | HDFC Corporate Bond and BANDHAN Corporate Bond share 9% of their portfolios | HDFC Corporate Bond and Aditya Birla Sun Life Corporate Bond share 12% of their portfolios | HDFC Corporate Bond and SBI Corporate Bond share 6% of their portfolios |
| BANDHAN Corporate BondCorporate Bond | BANDHAN Corporate Bond and Nippon India Corporate Bond share 6% of their portfolios | BANDHAN Corporate Bond and HDFC Corporate Bond share 9% of their portfolios | itself | BANDHAN Corporate Bond and Aditya Birla Sun Life Corporate Bond share 6% of their portfolios | BANDHAN Corporate Bond and SBI Corporate Bond share 3% of their portfolios |
| Aditya Birla Sun Life Corporate BondCorporate Bond | Aditya Birla Sun Life Corporate Bond and Nippon India Corporate Bond share 11% of their portfolios | Aditya Birla Sun Life Corporate Bond and HDFC Corporate Bond share 12% of their portfolios | Aditya Birla Sun Life Corporate Bond and BANDHAN Corporate Bond share 6% of their portfolios | itself | Aditya Birla Sun Life Corporate Bond and SBI Corporate Bond share 14% of their portfolios |
| SBI Corporate BondCorporate Bond | SBI Corporate Bond and Nippon India Corporate Bond share 14% of their portfolios | SBI Corporate Bond and HDFC Corporate Bond share 6% of their portfolios | SBI Corporate Bond and BANDHAN Corporate Bond share 3% of their portfolios | SBI Corporate Bond and Aditya Birla Sun Life Corporate Bond share 14% of their portfolios | itself |
Closest pair: Nippon India Corporate Bond Fund and SBI Corporate Bond Fund share 14% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
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 | Nippon India Corporate Bond | HDFC Corporate Bond | BANDHAN Corporate Bond | Aditya Birla Sun Life Corporate Bond | SBI Corporate Bond |
|---|---|---|---|---|---|
| Category | Corporate Bond | Corporate Bond | Corporate Bond | Corporate Bond | Corporate Bond |
| Fund house | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited | Bandhan AMC Limited | Aditya Birla Sun Life AMC Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 61% of 109 | 92% of 109 | 9% of 93 | 87% of 109 | 9% of 56 |
| Regular plan costs more than Direct by, a year P5 | 0.42% points | 0.21% points | 0.33% points | 0.15% points | 0.48% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured | not measured | not measured |
| Run by P7 | Vivek Sharma · 6.5 yrs | not known | Suyash Choudhary · ≥ 3.5 yrs | Kaustubh Gupta · ≥ 1 mo | Ardhendu Bhattacharya · ≥ 3 mo |
| 1-year return | 5.4% | 4.7% | 5.8% | 4.9% | 5.1% |
| 3 years p.a. | 7.5% | 7.0% | 7.3% | 7.0% | 7.2% |
| 5 years p.a. | 6.8% | 6.3% | 6.2% | 6.4% | 6.3% |
| Deepest fall (max drawdown) | −0.6% | −1.1% | −0.6% | −1.1% | −0.8% |
| Assets (AUM) | ₹9,450 Cr | ₹30,549 Cr | ₹13,709 Cr | ₹23,846 Cr | ₹22,186 Cr |
| Disclosed history | 14 yrs | 2.3 yrs | 4.9 yrs | 14 yrs | 5.3 yrs |
| Holdings · top ten weight | 123 · 30% | 240 · 23% | 121 · 46% | 176 · 36% | 79 · 38% |
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.