ANVESHAN Create account

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

  • Bharat Bond ETF - April 2030Other ETFs · no portfolio disclosed×
  • SBI BSE SENSEX ETFOther ETFs×
  • ICICI Prudential Nifty 50 ETFOther ETFs×

Overlap

share of the portfolio the two funds hold in common

each fundagainst each otherBharat Bond ETF - April 2030SBI BSE SENSEX ETFICICI Prudential Nifty 50 ETF
Bharat Bond ETF - April 2030Other ETFs
itself
Bharat Bond ETF - April 2030 and SBI BSE SENSEX ETF: no portfolio disclosed for Bharat Bond ETF - April 2030
Bharat Bond ETF - April 2030 and ICICI Prudential Nifty 50 ETF: no portfolio disclosed for Bharat Bond ETF - April 2030
SBI BSE SENSEX ETFOther ETFs
SBI BSE SENSEX ETF and Bharat Bond ETF - April 2030: no portfolio disclosed for Bharat Bond ETF - April 2030
itself
SBI BSE SENSEX ETF and ICICI Prudential Nifty 50 ETF share 83% of their portfolios
ICICI Prudential Nifty 50 ETFOther ETFs
ICICI Prudential Nifty 50 ETF and Bharat Bond ETF - April 2030: no portfolio disclosed for Bharat Bond ETF - April 2030
ICICI Prudential Nifty 50 ETF and SBI BSE SENSEX ETF share 83% of their portfolios
itself

Closest pair: SBI BSE SENSEX ETF and ICICI Prudential Nifty 50 ETF share 83% of their portfolios. Holding both is closer to holding one twice than to diversifying.

Bharat Bond ETF - April 2030 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

MeasureBharat Bond ETF - April 2030SBI BSE SENSEX ETFICICI Prudential Nifty 50 ETF
CategoryOther ETFsOther ETFsOther ETFs
Fund houseEdelweiss Asset Management LimitedSBI Funds Management LimitedICICI Prudential Asset Management Company Limited
Share of three-year stretches it beat its category P40% of 4621% of 10928% of 109
Regular plan costs more than Direct by, a year P5not measurednot measurednot measured
Portfolio turned over a year P1not measured31%32%
Run by P7not knownViral Chhadva · 7 moNishit Patel · 5.7 yrs
1-year return4.9%−8.0%−6.1%
3 years p.a.7.5%5.3%7.1%
5 years p.a.6.5%6.1%7.1%
Deepest fall (max drawdown)−1.1%−16.1%−15.4%
Assets (AUM)₹24,942 Cr₹1.22 lakh Cr₹44,570 Cr
Disclosed history—5.8 yrs12 yrs
Holdings · top ten weightnone disclosed32 · 64%52 · 53%

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.