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 Banking & Financial Services | ICICI Prudential Business Cycle | |
|---|---|---|
| Nippon India Banking & Financial Services | itself | 27% |
| ICICI Prudential Business Cycle | 27% | itself |
Most alike: Nippon India Banking & Financial Services Fund and ICICI Prudential Business Cycle Fund share 27% 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 Banking & Financial Services | ICICI Prudential Business Cycle |
|---|---|---|
| Category | Sectoral/ Thematic | Sectoral/ Thematic |
| Share of three-year stretches it beat its category P4 | 46% of 109 | 100% of 33 |
| Regular plan costs more than Direct by, a year P5 | 0.87% | 1.36% |
| Portfolio turned over a year P1 | 53% | 52% |
| Run by P7 | Vinay Sharma · 8.3 yrs | Manish Banthia · 5.7 yrs |
| 1-year return | 2.9% | −3.9% |
| 3 years p.a. | 12.3% | 14.8% |
| 5 years p.a. | 13.4% | 14.9% |
| Deepest fall (max drawdown) | −16.7% | −14.4% |
| Assets (AUM) | ₹7,583 Cr | ₹16,090 Cr |
| Disclosed history | 14 yrs | 5.7 yrs |
| Holdings · top ten weight | 40 · 58% | 88 · 51% |
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.