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
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 | Tata Digital India | ICICI Prudential Business Cycle | HDFC Manufacturing | ICICI Prudential India Opportunities |
|---|---|---|---|---|
| Tata Digital IndiaSectoral/ Thematic | itself | Tata Digital India and ICICI Prudential Business Cycle share 5% of their portfolios | Tata Digital India and HDFC Manufacturing share 4% of their portfolios | Tata Digital India and ICICI Prudential India Opportunities share 14% of their portfolios |
| ICICI Prudential Business CycleSectoral/ Thematic | ICICI Prudential Business Cycle and Tata Digital India share 5% of their portfolios | itself | ICICI Prudential Business Cycle and HDFC Manufacturing share 18% of their portfolios | ICICI Prudential Business Cycle and ICICI Prudential India Opportunities share 48% of their portfolios |
| HDFC ManufacturingSectoral/ Thematic | HDFC Manufacturing and Tata Digital India share 4% of their portfolios | HDFC Manufacturing and ICICI Prudential Business Cycle share 18% of their portfolios | itself | HDFC Manufacturing and ICICI Prudential India Opportunities share 16% of their portfolios |
| ICICI Prudential India OpportunitiesSectoral/ Thematic | ICICI Prudential India Opportunities and Tata Digital India share 14% of their portfolios | ICICI Prudential India Opportunities and ICICI Prudential Business Cycle share 48% of their portfolios | ICICI Prudential India Opportunities and HDFC Manufacturing share 16% of their portfolios | itself |
Closest pair: ICICI Prudential Business Cycle Fund and ICICI Prudential India Opportunities Fund share 48% 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
| Measure | Tata Digital India | ICICI Prudential Business Cycle | HDFC Manufacturing | ICICI Prudential India Opportunities |
|---|---|---|---|---|
| Category | Sectoral/ Thematic | Sectoral/ Thematic | Sectoral/ Thematic | Sectoral/ Thematic |
| Fund house | Tata Asset Management Limited | ICICI Prudential Asset Management Company Limited | HDFC Asset Management Company Limited | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 63% of 94 | 100% of 33 | not measured | 100% of 57 |
| Regular plan costs more than Direct by, a year P5 | 1.78% points | 1.36% points | 1.14% points | 1.47% points |
| Portfolio turned over a year P1 | 50% | 52% | 59% | 76% |
| Run by P7 | Meeta Shetty · ≥ 1.5 yrs | Manish Banthia · 5.7 yrs | not known | Roshan Chutkey · 7.7 yrs |
| 1-year return | −12.5% | −3.9% | 7.0% | −0.6% |
| 3 years p.a. | 4.6% | 14.8% | — | 13.8% |
| 5 years p.a. | 3.3% | 14.9% | — | 16.6% |
| Deepest fall (max drawdown) | −33.3% | −14.4% | −21.5% | −13.7% |
| Assets (AUM) | ₹9,726 Cr | ₹16,090 Cr | ₹10,759 Cr | ₹38,633 Cr |
| Disclosed history | 11 yrs | 5.7 yrs | 2.3 yrs | 7.3 yrs |
| Holdings · top ten weight | 52 · 65% | 88 · 51% | 94 · 34% | 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.