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 Index Funds fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Motilal Oswal Nifty Next 50 Index | ICICI Prudential Nifty 50 Index | HDFC BSE Sensex Index |
|---|---|---|---|
| Motilal Oswal Nifty Next 50 IndexIndex Funds | itself | Motilal Oswal Nifty Next 50 Index and ICICI Prudential Nifty 50 Index share 0% of their portfolios | Motilal Oswal Nifty Next 50 Index and HDFC BSE Sensex Index share 0% of their portfolios |
| ICICI Prudential Nifty 50 IndexIndex Funds | ICICI Prudential Nifty 50 Index and Motilal Oswal Nifty Next 50 Index share 0% of their portfolios | itself | ICICI Prudential Nifty 50 Index and HDFC BSE Sensex Index share 83% of their portfolios |
| HDFC BSE Sensex IndexIndex Funds | HDFC BSE Sensex Index and Motilal Oswal Nifty Next 50 Index share 0% of their portfolios | HDFC BSE Sensex Index and ICICI Prudential Nifty 50 Index share 83% of their portfolios | itself |
Closest pair: ICICI Prudential Nifty 50 Index Fund and HDFC BSE Sensex Index Fund share 83% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | Motilal Oswal Nifty Next 50 Index | ICICI Prudential Nifty 50 Index | HDFC BSE Sensex Index |
|---|---|---|---|
| Category | Index Funds | Index Funds | Index Funds |
| Fund house | Motilal Oswal Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 74% of 46 | 46% of 109 | 50% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.79% points | 0.33% points | not measured |
| Portfolio turned over a year P1 | 58% | 32% | 31% |
| Run by P7 | Swapnil Mayekar · 6.8 yrs | Nishit Patel · 5.7 yrs | not known |
| 1-year return | 3.6% | −6.3% | −8.3% |
| 3 years p.a. | 17.4% | 6.8% | 5.0% |
| 5 years p.a. | 11.9% | 6.9% | 5.7% |
| Deepest fall (max drawdown) | −26.4% | −15.5% | −16.1% |
| Assets (AUM) | ₹31 Cr | ₹17,420 Cr | ₹8,625 Cr |
| Disclosed history | 6.8 yrs | 10 yrs | 1.8 yrs |
| Holdings · top ten weight | 52 · 34% | 52 · 53% | 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.