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.
3 of 6 chosen
Add another Corporate Bond fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | BANDHAN Corporate Bond | ICICI Prudential Corporate Bond | Kotak Corporate Bond |
|---|---|---|---|
| BANDHAN Corporate BondCorporate Bond | itself | BANDHAN Corporate Bond and ICICI Prudential Corporate Bond share 9% of their portfolios | BANDHAN Corporate Bond and Kotak Corporate Bond: no portfolio disclosed for Kotak Corporate Bond |
| ICICI Prudential Corporate BondCorporate Bond | ICICI Prudential Corporate Bond and BANDHAN Corporate Bond share 9% of their portfolios | itself | ICICI Prudential Corporate Bond and Kotak Corporate Bond: no portfolio disclosed for Kotak Corporate Bond |
| Kotak Corporate BondCorporate Bond | Kotak Corporate Bond and BANDHAN Corporate Bond: no portfolio disclosed for Kotak Corporate Bond | Kotak Corporate Bond and ICICI Prudential Corporate Bond: no portfolio disclosed for Kotak Corporate Bond | itself |
No two of these hold much of the same portfolio. The closest pair, BANDHAN Corporate Bond Fund and ICICI Prudential Corporate Bond Fund, share 9%. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what you wanted.
Kotak Corporate Bond 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
| Measure | BANDHAN Corporate Bond | ICICI Prudential Corporate Bond | Kotak Corporate Bond |
|---|---|---|---|
| Category | Corporate Bond | Corporate Bond | Corporate Bond |
| Fund house | Bandhan AMC Limited | ICICI Prudential Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 9% of 93 | 62% of 109 | 68% of 104 |
| Regular plan costs more than Direct by, a year P5 | 0.33% points | 0.31% points | 0.33% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured |
| Run by P7 | Suyash Choudhary · ≥ 3.5 yrs | Manish Banthia · 2.7 yrs | not known |
| 1-year return | 5.8% | 5.9% | 5.2% |
| 3 years p.a. | 7.3% | 7.4% | 7.4% |
| 5 years p.a. | 6.2% | 6.8% | 6.5% |
| Deepest fall (max drawdown) | −0.6% | −0.6% | −0.6% |
| Assets (AUM) | ₹13,709 Cr | ₹29,989 Cr | ₹16,128 Cr |
| Disclosed history | 4.9 yrs | 7.9 yrs | — |
| Holdings · top ten weight | 121 · 46% | 189 · 26% | none disclosed |
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.