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 Growth fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | ICICI Prudential Bharat Consumption Fund - Series 1 | ICICI Prudential Bharat Consumption Fund - Series 4 | UTI Bluechip Flexicap | Reliance Capital Builder Fund II- Series A |
|---|---|---|---|---|
| ICICI Prudential Bharat Consumption Fund - Series 1Growth | itself | 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 | 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 4Growth | ICICI Prudential Bharat Consumption Fund - Series 4 and ICICI Prudential Bharat Consumption Fund - Series 1 share 12% of their portfolios | itself | ICICI Prudential Bharat Consumption Fund - Series 4 and UTI Bluechip Flexicap share 6% of their portfolios | ICICI Prudential Bharat Consumption Fund - Series 4 and Reliance Capital Builder Fund II- Series A share 4% of their portfolios |
| UTI Bluechip FlexicapGrowth | UTI Bluechip Flexicap and ICICI Prudential Bharat Consumption Fund - Series 1 share 10% of their portfolios | UTI Bluechip Flexicap and ICICI Prudential Bharat Consumption Fund - Series 4 share 6% of their portfolios | itself | UTI Bluechip Flexicap and Reliance Capital Builder Fund II- Series A share 10% of their portfolios |
| Reliance Capital Builder Fund II- Series AGrowth | Reliance Capital Builder Fund II- Series A and ICICI Prudential Bharat Consumption Fund - Series 1 share 1% of their portfolios | 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 | itself |
Closest pair: ICICI Prudential Bharat Consumption Fund - Series 1 and ICICI Prudential Bharat Consumption Fund - Series 4 share 12% 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 | ICICI Prudential Bharat Consumption Fund - Series 1 | ICICI Prudential Bharat Consumption Fund - Series 4 | UTI Bluechip Flexicap | Reliance Capital Builder Fund II- Series A |
|---|---|---|---|---|
| Category | Growth | Growth | Growth | Growth |
| Fund house | ICICI Prudential Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | UTI Asset Mgmt. Co. Ltd. | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 75% of 8 | 29% of 7 | not measured | 100% of 1 |
| Regular plan costs more than Direct by, a year P5 | 0.81% points | 0.77% points | not measured | 0.65% points |
| Portfolio turned over a year P1 | 132% | 91% | 35% | 61% |
| Run by P7 | not known | not known | not known | not known |
| 1-year return | 53.9% | 22.1% | — | 49.8% |
| 3 years p.a. | 17.3% | 16.5% | — | 13.1% |
| 5 years p.a. | — | — | — | — |
| Deepest fall (max drawdown) | not computed | not computed | not computed | not computed |
| Assets (AUM) | ₹487 Cr | ₹481 Cr | ₹2,501 Cr | ₹591 Cr |
| Disclosed history | 3.3 yrs | 3.3 yrs | 2.3 yrs | 3.0 yrs |
| Holdings · top ten weight | 30 · 86% | 20 · 90% | 57 · 42% | 35 · 54% |
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.