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.
Overlap
share of the portfolio the two funds hold in common
| Tata Nifty Private Bank Exchange Traded | SBI BSE SENSEX ETF | |
|---|---|---|
| Tata Nifty Private Bank Exchange Traded | itself | 31% |
| SBI BSE SENSEX ETF | 31% | itself |
Most alike: Tata Nifty Private Bank Exchange Traded Fund and SBI BSE SENSEX ETF share 31% 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
| Measure | Tata Nifty Private Bank Exchange Traded | SBI BSE SENSEX ETF |
|---|---|---|
| Category | Other ETFs | Other ETFs |
| Share of three-year stretches it beat its category P4 | 16% of 49 | 21% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | not measured |
| Portfolio turned over a year P1 | 43% | 31% |
| Run by P7 | Nitin Bharat Sharma · ≥ 9 mo | Viral Chhadva · 7 mo |
| 1-year return | 2.2% | −8.0% |
| 3 years p.a. | 6.4% | 5.3% |
| 5 years p.a. | 7.6% | 6.1% |
| Deepest fall (max drawdown) | −17.3% | −16.1% |
| Assets (AUM) | ₹18 Cr | ₹1.22 lakh Cr |
| Disclosed history | 7.1 yrs | 5.8 yrs |
| Holdings · top ten weight | 11 · 100% | 32 · 64% |
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.