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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

  • Reliance Capital Builder Fund II - Series CGrowth×
  • ICICI Prudential Bharat Consumption Fund - Series 1Growth×
  • Reliance Capital Builder Fund II- Series AGrowth×
  • ICICI Prudential Bharat Consumption Fund - Series 4Growth×
  • UTI Bluechip Flexicap FundGrowth×

Overlap

share of the portfolio the two funds hold in common

each fundagainst each otherReliance Capital Builder Fund II - Series CICICI Prudential Bharat Consumption Fund - Series 1Reliance Capital Builder Fund II- Series AICICI Prudential Bharat Consumption Fund - Series 4UTI Bluechip Flexicap
Reliance Capital Builder Fund II - Series CGrowth
itself
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 Reliance Capital Builder Fund II- Series A share 41% of their portfolios
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 UTI Bluechip Flexicap share 15% of their portfolios
ICICI Prudential Bharat Consumption Fund - Series 1Growth
ICICI Prudential Bharat Consumption Fund - Series 1 and Reliance Capital Builder Fund II - Series C share 4% of their portfolios
itself
ICICI Prudential Bharat Consumption Fund - Series 1 and Reliance Capital Builder Fund II- Series A share 1% of their portfolios
ICICI Prudential Bharat Consumption Fund - Series 1 and ICICI Prudential Bharat Consumption Fund - Series 4 share 12% of their portfolios
ICICI Prudential Bharat Consumption Fund - Series 1 and UTI Bluechip Flexicap share 10% of their portfolios
Reliance Capital Builder Fund II- Series AGrowth
Reliance Capital Builder Fund II- Series A and Reliance Capital Builder Fund II - Series C share 41% of their portfolios
Reliance Capital Builder Fund II- Series A and ICICI Prudential Bharat Consumption Fund - Series 1 share 1% of their portfolios
itself
Reliance Capital Builder Fund II- Series A and ICICI Prudential Bharat Consumption Fund - Series 4 share 4% of their portfolios
Reliance Capital Builder Fund II- Series A and UTI Bluechip Flexicap share 10% of their portfolios
ICICI Prudential Bharat Consumption Fund - Series 4Growth
ICICI Prudential Bharat Consumption Fund - Series 4 and Reliance Capital Builder Fund II - Series C share 9% of their portfolios
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 Reliance Capital Builder Fund II- Series A share 4% of their portfolios
itself
ICICI Prudential Bharat Consumption Fund - Series 4 and UTI Bluechip Flexicap share 6% of their portfolios
UTI Bluechip FlexicapGrowth
UTI Bluechip Flexicap and Reliance Capital Builder Fund II - Series C share 15% of their portfolios
UTI Bluechip Flexicap and ICICI Prudential Bharat Consumption Fund - Series 1 share 10% of their portfolios
UTI Bluechip Flexicap and Reliance Capital Builder Fund II- Series A share 10% of their portfolios
UTI Bluechip Flexicap and ICICI Prudential Bharat Consumption Fund - Series 4 share 6% of their portfolios
itself

Closest pair: Reliance Capital Builder Fund II - Series C and Reliance Capital Builder Fund II- Series A share 41% 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.

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

MeasureReliance Capital Builder Fund II - Series CICICI Prudential Bharat Consumption Fund - Series 1Reliance Capital Builder Fund II- Series AICICI Prudential Bharat Consumption Fund - Series 4UTI Bluechip Flexicap
CategoryGrowthGrowthGrowthGrowthGrowth
Fund houseNippon Life India Asset Management LimitedICICI Prudential Asset Management Company LimitedNippon Life India Asset Management LimitedICICI Prudential Asset Management Company LimitedUTI Asset Mgmt. Co. Ltd.
Share of three-year stretches it beat its category P4not measured75% of 8100% of 129% of 7not measured
Regular plan costs more than Direct by, a year P51.13% points0.81% points0.65% points0.77% pointsnot measured
Portfolio turned over a year P162%132%61%91%35%
Run by P7not knownnot knownnot knownnot knownnot known
1-year return7.4%53.9%49.8%22.1%—
3 years p.a.—17.3%13.1%16.5%—
5 years p.a.—————
Deepest fall (max drawdown)not computednot computednot computednot computednot computed
Assets (AUM)₹490 Cr₹487 Cr₹591 Cr₹481 Cr₹2,501 Cr
Disclosed history3.0 yrs3.3 yrs3.0 yrs3.3 yrs2.3 yrs
Holdings · top ten weight42 · 46%30 · 86%35 · 54%20 · 90%57 · 42%

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.