ANVESHAN
Theme
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.

2 of 6 pickedCompare

Overlap

share of the portfolio the two funds hold in common

Nippon India US Equity OpportunitiesICICI Prudential India Opportunities
Nippon India US Equity Opportunities
itself
0%
ICICI Prudential India Opportunities
0%
itself

Most alike: Nippon India US Equity Opportunities Fund and ICICI Prudential India Opportunities Fund share 0% 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

MeasureNippon India US Equity OpportunitiesICICI Prudential India Opportunities
CategorySectoral/ ThematicSectoral/ Thematic
Share of three-year stretches it beat its category P459% of 99100% of 57
Regular plan costs more than Direct by, a year P51.26%1.47%
Portfolio turned over a year P1not measured76%
Run by P7Kinjal Desai · 8.3 yrsRoshan Chutkey · 7.7 yrs
1-year return15.2%−0.6%
3 years p.a.20.4%13.8%
5 years p.a.12.7%16.6%
Deepest fall (max drawdown)−18.6%−13.7%
Assets (AUM)₹752 Cr₹38,633 Cr
Disclosed history7.0 yrs7.3 yrs
Holdings · top ten weight32 · 63%80 · 45%

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.