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.
2 of 6 chosen
The largest fund in each of these kinds, to start from — or search above:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Aditya Birla Sun Life Fixed Term Plan Series PF (1148 days) | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|
| Aditya Birla Sun Life Fixed Term Plan Series PF (1148 days)Uncategorised | itself | Aditya Birla Sun Life Fixed Term Plan Series PF (1148 days) and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 0% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Aditya Birla Sun Life Fixed Term Plan Series PF (1148 days) share 0% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, Aditya Birla Sun Life Fixed Term Plan Series PF (1148 days) and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund), share 0% — not one holding in common. 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.
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 | Aditya Birla Sun Life Fixed Term Plan Series PF (1148 days) | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|
| Category | Uncategorised | Large Cap |
| Fund house | Aditya Birla Sun Life AMC Limited | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | not measured | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.18% points | 0.81% points |
| Portfolio turned over a year P1 | not measured | 45% |
| Run by P7 | not known | Vaibhav Dusad · 5.7 yrs |
| 1-year return | 6.0% | −5.3% |
| 3 years p.a. | 8.0% | 10.6% |
| 5 years p.a. | — | 10.9% |
| Deepest fall (max drawdown) | not computed | −15.4% |
| Assets (AUM) | ₹53 Cr | ₹80,822 Cr |
| Disclosed history | 3.2 yrs | 13 yrs |
| Holdings · top ten weight | 13 · 97% | 93 · 47% |
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.