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
| HDFC BSE Sensex Index | ICICI Prudential Nifty 50 Index | |
|---|---|---|
| HDFC BSE Sensex Index | itself | 83% |
| ICICI Prudential Nifty 50 Index | 83% | itself |
Most alike: HDFC BSE Sensex Index Fund and ICICI Prudential 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 | HDFC BSE Sensex Index | ICICI Prudential Nifty 50 Index |
|---|---|---|
| Category | Index Funds | Index Funds |
| Share of three-year stretches it beat its category P4 | 50% of 109 | 46% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.33% |
| Portfolio turned over a year P1 | 31% | 32% |
| Run by P7 | not known | Nishit Patel · 5.7 yrs |
| 1-year return | −8.3% | −6.3% |
| 3 years p.a. | 5.0% | 6.8% |
| 5 years p.a. | 5.7% | 6.9% |
| Deepest fall (max drawdown) | −16.1% | −15.5% |
| Assets (AUM) | ₹8,625 Cr | ₹17,420 Cr |
| Disclosed history | 1.8 yrs | 10 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.