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. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
4 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 | SBI Corporate Bond | ICICI Prudential 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 SBI Corporate Bond share 14% of their portfolios | Nippon India Corporate Bond and ICICI Prudential Corporate Bond share 13% 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 SBI Corporate Bond share 6% of their portfolios | HDFC Corporate Bond and ICICI Prudential Corporate Bond share 15% 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 | itself | SBI Corporate Bond and ICICI Prudential Corporate Bond share 14% of their portfolios |
| ICICI Prudential Corporate BondCorporate Bond | ICICI Prudential Corporate Bond and Nippon India Corporate Bond share 13% of their portfolios | ICICI Prudential Corporate Bond and HDFC Corporate Bond share 15% of their portfolios | ICICI Prudential Corporate Bond and SBI Corporate Bond share 14% of their portfolios | itself |
Closest pair: HDFC Corporate Bond Fund and ICICI Prudential Corporate Bond Fund share 15% 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 | SBI Corporate Bond | ICICI Prudential Corporate Bond |
|---|---|---|---|---|
| Category | Corporate Bond | Corporate Bond | Corporate Bond | Corporate Bond |
| Fund house | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited | SBI Funds Management Limited | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 61% of 109 | 92% of 109 | 9% of 56 | 62% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.42% points | 0.21% points | 0.48% points | 0.31% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured | not measured |
| Run by P7 | Vivek Sharma · 6.5 yrs | not known | Ardhendu Bhattacharya · ≥ 3 mo | Manish Banthia · 2.7 yrs |
| 1-year return | 5.4% | 4.7% | 5.1% | 5.9% |
| 3 years p.a. | 7.5% | 7.0% | 7.2% | 7.4% |
| 5 years p.a. | 6.8% | 6.3% | 6.3% | 6.8% |
| Deepest fall (max drawdown) | −0.6% | −1.1% | −0.8% | −0.6% |
| Assets (AUM) | ₹9,450 Cr | ₹30,549 Cr | ₹22,186 Cr | ₹29,989 Cr |
| Disclosed history | 14 yrs | 2.3 yrs | 5.3 yrs | 7.9 yrs |
| Holdings · top ten weight | 123 · 30% | 240 · 23% | 79 · 38% | 189 · 26% |
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.