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.
5 of 6 chosen
Add another Sectoral/ Thematic fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan | ICICI Prudential India Opportunities | ICICI Prudential Business Cycle | ICICI Prudential Technology | Tata Digital India |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Commodity Equities Fund - Global Agri PlanSectoral/ Thematic | itself | Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan and ICICI Prudential India Opportunities share 0% of their portfolios | Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan and ICICI Prudential Business Cycle share 0% of their portfolios | Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan and ICICI Prudential Technology share 0% of their portfolios | Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan and Tata Digital India share 0% of their portfolios |
| ICICI Prudential India OpportunitiesSectoral/ Thematic | ICICI Prudential India Opportunities and Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan share 0% of their portfolios | itself | ICICI Prudential India Opportunities and ICICI Prudential Business Cycle share 48% of their portfolios | ICICI Prudential India Opportunities and ICICI Prudential Technology share 15% of their portfolios | ICICI Prudential India Opportunities and Tata Digital India share 14% of their portfolios |
| ICICI Prudential Business CycleSectoral/ Thematic | ICICI Prudential Business Cycle and Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan share 0% of their portfolios | ICICI Prudential Business Cycle and ICICI Prudential India Opportunities share 48% of their portfolios | itself | ICICI Prudential Business Cycle and ICICI Prudential Technology share 6% of their portfolios | ICICI Prudential Business Cycle and Tata Digital India share 5% of their portfolios |
| ICICI Prudential TechnologySectoral/ Thematic | ICICI Prudential Technology and Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan share 0% of their portfolios | ICICI Prudential Technology and ICICI Prudential India Opportunities share 15% of their portfolios | ICICI Prudential Technology and ICICI Prudential Business Cycle share 6% of their portfolios | itself | ICICI Prudential Technology and Tata Digital India share 55% of their portfolios |
| Tata Digital IndiaSectoral/ Thematic | Tata Digital India and Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan share 0% of their portfolios | Tata Digital India and ICICI Prudential India Opportunities share 14% of their portfolios | Tata Digital India and ICICI Prudential Business Cycle share 5% of their portfolios | Tata Digital India and ICICI Prudential Technology share 55% of their portfolios | itself |
Closest pair: ICICI Prudential Technology Fund and Tata Digital India Fund share 55% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan | ICICI Prudential India Opportunities | ICICI Prudential Business Cycle | ICICI Prudential Technology | Tata Digital India |
|---|---|---|---|---|---|
| Category | Sectoral/ Thematic | Sectoral/ Thematic | Sectoral/ Thematic | Sectoral/ Thematic | Sectoral/ Thematic |
| Fund house | Aditya Birla Sun Life AMC Limited | ICICI Prudential Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | Tata Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 11% of 71 | 100% of 57 | 100% of 33 | 58% of 109 | 63% of 94 |
| Regular plan costs more than Direct by, a year P5 | 0.41% points | 1.47% points | 1.36% points | 0.98% points | 1.78% points |
| Portfolio turned over a year P1 | 3% | 76% | 52% | 61% | 50% |
| Run by P7 | not known | Roshan Chutkey · 7.7 yrs | Manish Banthia · 5.7 yrs | Vaibhav Dusad · 6.3 yrs | Meeta Shetty · ≥ 1.5 yrs |
| 1-year return | −2.0% | −0.6% | −3.9% | −12.1% | −12.5% |
| 3 years p.a. | 19.9% | 13.8% | 14.8% | 5.3% | 4.6% |
| 5 years p.a. | 9.4% | 16.6% | 14.9% | 3.4% | 3.3% |
| Deepest fall (max drawdown) | not computed | −13.7% | −14.4% | −28.0% | −33.3% |
| Assets (AUM) | ₹4 Cr | ₹38,633 Cr | ₹16,090 Cr | ₹13,677 Cr | ₹9,726 Cr |
| Disclosed history | 5.0 yrs | 7.3 yrs | 5.7 yrs | 13 yrs | 11 yrs |
| Holdings · top ten weight | 20 · 76% | 80 · 45% | 88 · 51% | 71 · 54% | 52 · 65% |
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.