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
| Nippon India Nifty 50 Value 20 Index | SBI NIFTY INDEX | |
|---|---|---|
| Nippon India Nifty 50 Value 20 Index | itself | 57% |
| SBI NIFTY INDEX | 57% | itself |
Most alike: Nippon India Nifty 50 Value 20 Index Fund and SBI NIFTY INDEX FUND share 57% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Side by side
record, cost, returns, drawdown, size
| Measure | Nippon India Nifty 50 Value 20 Index | SBI NIFTY INDEX |
|---|---|---|
| Category | Index Funds | Index Funds |
| Share of three-year stretches it beat its category P4 | 78% of 32 | 53% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.61% | 0.41% |
| Portfolio turned over a year P1 | 86% | 32% |
| Run by P7 | Jitendra Tolani · 1.5 yrs | Viral Chhadva · 7 mo |
| 1-year return | −9.2% | −6.3% |
| 3 years p.a. | 4.5% | 6.8% |
| 5 years p.a. | 6.5% | 6.9% |
| Deepest fall (max drawdown) | −19.6% | −15.5% |
| Assets (AUM) | ₹900 Cr | ₹13,913 Cr |
| Disclosed history | 5.6 yrs | 5.8 yrs |
| Holdings · top ten weight | 23 · 78% | 53 · 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.