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
| LIC MF BSE Sensex Index | HDFC Nifty 50 Index | |
|---|---|---|
| LIC MF BSE Sensex Index | itself | 83% |
| HDFC Nifty 50 Index | 83% | itself |
Most alike: LIC MF BSE Sensex Index Fund and HDFC Nifty 50 Index Fund share 83% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Side by side
record, cost, returns, drawdown, size
| Measure | LIC MF BSE Sensex Index | HDFC Nifty 50 Index |
|---|---|---|
| Category | Index Funds | Index Funds |
| Share of three-year stretches it beat its category P4 | 39% of 109 | 50% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.60% | not measured |
| Portfolio turned over a year P1 | 31% | 32% |
| Run by P7 | Nikhil Kapoor · 5 mo | not known |
| 1-year return | −8.5% | −6.5% |
| 3 years p.a. | 4.8% | 6.7% |
| 5 years p.a. | 5.7% | 6.7% |
| Deepest fall (max drawdown) | −16.1% | −15.6% |
| Assets (AUM) | ₹92 Cr | ₹24,138 Cr |
| Disclosed history | 8.7 yrs | 1.8 yrs |
| Holdings · top ten weight | 32 · 64% | 52 · 53% |
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.