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
The largest fund in each of these kinds, to start from — or search above:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | JM Emerging Leaders | Reliance Capital Builder Fund II - Series C | ICICI Prudential Bharat Consumption Fund - Series 4 | ICICI Prudential Bharat Consumption Fund - Series 1 | Nippon India Small Cap |
|---|---|---|---|---|---|
| JM Emerging LeadersGrowth | itself | JM Emerging Leaders and Reliance Capital Builder Fund II - Series C: no portfolio disclosed for JM Emerging Leaders | JM Emerging Leaders and ICICI Prudential Bharat Consumption Fund - Series 4: no portfolio disclosed for JM Emerging Leaders | JM Emerging Leaders and ICICI Prudential Bharat Consumption Fund - Series 1: no portfolio disclosed for JM Emerging Leaders | JM Emerging Leaders and Nippon India Small Cap: no portfolio disclosed for JM Emerging Leaders |
| Reliance Capital Builder Fund II - Series CGrowth | Reliance Capital Builder Fund II - Series C and JM Emerging Leaders: no portfolio disclosed for JM Emerging Leaders | itself | Reliance Capital Builder Fund II - Series C and ICICI Prudential Bharat Consumption Fund - Series 4 share 9% of their portfolios | Reliance Capital Builder Fund II - Series C and ICICI Prudential Bharat Consumption Fund - Series 1 share 4% of their portfolios | Reliance Capital Builder Fund II - Series C and Nippon India Small Cap share 4% of their portfolios |
| ICICI Prudential Bharat Consumption Fund - Series 4Growth | ICICI Prudential Bharat Consumption Fund - Series 4 and JM Emerging Leaders: no portfolio disclosed for JM Emerging Leaders | ICICI Prudential Bharat Consumption Fund - Series 4 and Reliance Capital Builder Fund II - Series C share 9% of their portfolios | itself | ICICI Prudential Bharat Consumption Fund - Series 4 and ICICI Prudential Bharat Consumption Fund - Series 1 share 12% of their portfolios | ICICI Prudential Bharat Consumption Fund - Series 4 and Nippon India Small Cap share 1% of their portfolios |
| ICICI Prudential Bharat Consumption Fund - Series 1Growth | ICICI Prudential Bharat Consumption Fund - Series 1 and JM Emerging Leaders: no portfolio disclosed for JM Emerging Leaders | ICICI Prudential Bharat Consumption Fund - Series 1 and Reliance Capital Builder Fund II - Series C share 4% of their portfolios | ICICI Prudential Bharat Consumption Fund - Series 1 and ICICI Prudential Bharat Consumption Fund - Series 4 share 12% of their portfolios | itself | ICICI Prudential Bharat Consumption Fund - Series 1 and Nippon India Small Cap share 2% of their portfolios |
| Nippon India Small CapSmall Cap | Nippon India Small Cap and JM Emerging Leaders: no portfolio disclosed for JM Emerging Leaders | Nippon India Small Cap and Reliance Capital Builder Fund II - Series C share 4% of their portfolios | Nippon India Small Cap and ICICI Prudential Bharat Consumption Fund - Series 4 share 1% of their portfolios | Nippon India Small Cap and ICICI Prudential Bharat Consumption Fund - Series 1 share 2% of their portfolios | itself |
Closest pair: ICICI Prudential Bharat Consumption Fund - Series 4 and ICICI Prudential Bharat Consumption Fund - Series 1 share 12% 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.
JM Emerging Leaders has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, not a finding about the fund.
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 | JM Emerging Leaders | Reliance Capital Builder Fund II - Series C | ICICI Prudential Bharat Consumption Fund - Series 4 | ICICI Prudential Bharat Consumption Fund - Series 1 | Nippon India Small Cap |
|---|---|---|---|---|---|
| Category | Growth | Growth | Growth | Growth | Small Cap |
| Fund house | JM Financial Asset Management Limited | Nippon Life India Asset Management Limited | ICICI Prudential Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | not measured | not measured | 29% of 7 | 75% of 8 | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 1.13% points | 0.77% points | 0.81% points | 1.10% points |
| Portfolio turned over a year P1 | not measured | 62% | 91% | 132% | 68% |
| Run by P7 | not known | not known | not known | not known | Samir Rachh · 9.6 yrs |
| 1-year return | — | 7.4% | 22.1% | 53.9% | 8.9% |
| 3 years p.a. | — | — | 16.5% | 17.3% | 16.1% |
| 5 years p.a. | — | — | — | — | 19.0% |
| Deepest fall (max drawdown) | not computed | not computed | not computed | not computed | −24.2% |
| Assets (AUM) | — | ₹490 Cr | ₹481 Cr | ₹487 Cr | ₹76,236 Cr |
| Disclosed history | — | 3.0 yrs | 3.3 yrs | 3.3 yrs | 14 yrs |
| Holdings · top ten weight | none disclosed | 42 · 46% | 20 · 90% | 30 · 86% | 257 · 16% |
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.