ANVESHAN Create account

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.

4 of 6 chosen

  • SBI BSE SENSEX ETFOther ETFs×
  • SBI Nifty 50 ETFOther ETFs×
  • Bharat Bond ETF - April 2030Other ETFs · no portfolio disclosed×
  • ICICI Prudential BSE Sensex ETFOther ETFs×

Overlap

share of the portfolio the two funds hold in common

each fundagainst each otherSBI BSE SENSEX ETFSBI Nifty 50 ETFBharat Bond ETF - April 2030ICICI Prudential BSE Sensex ETF
SBI BSE SENSEX ETFOther ETFs
itself
SBI BSE SENSEX ETF and SBI Nifty 50 ETF share 83% of their portfolios
SBI BSE SENSEX ETF and Bharat Bond ETF - April 2030: no portfolio disclosed for Bharat Bond ETF - April 2030
SBI BSE SENSEX ETF and ICICI Prudential BSE Sensex ETF share 100% of their portfolios
SBI Nifty 50 ETFOther ETFs
SBI Nifty 50 ETF and SBI BSE SENSEX ETF share 83% of their portfolios
itself
SBI Nifty 50 ETF and Bharat Bond ETF - April 2030: no portfolio disclosed for Bharat Bond ETF - April 2030
SBI Nifty 50 ETF and ICICI Prudential BSE Sensex ETF share 83% of their portfolios
Bharat Bond ETF - April 2030Other ETFs
Bharat Bond ETF - April 2030 and SBI BSE SENSEX ETF: no portfolio disclosed for Bharat Bond ETF - April 2030
Bharat Bond ETF - April 2030 and SBI Nifty 50 ETF: no portfolio disclosed for Bharat Bond ETF - April 2030
itself
Bharat Bond ETF - April 2030 and ICICI Prudential BSE Sensex ETF: no portfolio disclosed for Bharat Bond ETF - April 2030
ICICI Prudential BSE Sensex ETFOther ETFs
ICICI Prudential BSE Sensex ETF and SBI BSE SENSEX ETF share 100% of their portfolios
ICICI Prudential BSE Sensex ETF and SBI Nifty 50 ETF share 83% of their portfolios
ICICI Prudential BSE Sensex ETF and Bharat Bond ETF - April 2030: no portfolio disclosed for Bharat Bond ETF - April 2030
itself

Closest pair: SBI BSE SENSEX ETF and ICICI Prudential BSE Sensex ETF share 100% of their portfolios. Holding both is closer to holding one twice than to diversifying.

Bharat Bond ETF - April 2030 has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, 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

MeasureSBI BSE SENSEX ETFSBI Nifty 50 ETFBharat Bond ETF - April 2030ICICI Prudential BSE Sensex ETF
CategoryOther ETFsOther ETFsOther ETFsOther ETFs
Fund houseSBI Funds Management LimitedSBI Funds Management LimitedEdelweiss Asset Management LimitedICICI Prudential Asset Management Company Limited
Share of three-year stretches it beat its category P421% of 1092% of 990% of 4645% of 109
Regular plan costs more than Direct by, a year P5not measurednot measurednot measurednot measured
Portfolio turned over a year P131%32%not measured31%
Run by P7Viral Chhadva · 7 moViral Chhadva · 7 monot knownNishit Patel · 5.7 yrs
1-year return−8.0%−6.1%4.9%−8.0%
3 years p.a.5.3%7.0%7.5%5.3%
5 years p.a.6.1%7.1%6.5%6.1%
Deepest fall (max drawdown)−16.1%−15.4%−1.1%−16.1%
Assets (AUM)₹1.22 lakh Cr₹2.14 lakh Cr₹24,942 Cr₹32,675 Cr
Disclosed history5.8 yrs5.8 yrs—10 yrs
Holdings · top ten weight32 · 64%52 · 53%none disclosed32 · 64%

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.