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 Corporate Bond fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Mirae Asset Corporate Bond | ICICI Prudential Corporate Bond | BANDHAN Corporate Bond |
|---|---|---|---|
| Mirae Asset Corporate BondCorporate Bond | itself | Mirae Asset Corporate Bond and ICICI Prudential Corporate Bond share 9% of their portfolios | Mirae Asset Corporate Bond and BANDHAN Corporate Bond share 8% of their portfolios |
| ICICI Prudential Corporate BondCorporate Bond | ICICI Prudential Corporate Bond and Mirae Asset Corporate Bond share 9% of their portfolios | itself | ICICI Prudential Corporate Bond and BANDHAN Corporate Bond share 9% of their portfolios |
| BANDHAN Corporate BondCorporate Bond | BANDHAN Corporate Bond and Mirae Asset Corporate Bond share 8% of their portfolios | BANDHAN Corporate Bond and ICICI Prudential Corporate Bond share 9% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, Mirae Asset Corporate Bond Fund and ICICI Prudential Corporate Bond Fund, share 9%. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what you wanted.
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 | Mirae Asset Corporate Bond | ICICI Prudential Corporate Bond | BANDHAN Corporate Bond |
|---|---|---|---|
| Category | Corporate Bond | Corporate Bond | Corporate Bond |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | ICICI Prudential Asset Management Company Limited | Bandhan AMC Limited |
| Share of three-year stretches it beat its category P4 | 0% of 31 | 62% of 109 | 9% of 93 |
| Regular plan costs more than Direct by, a year P5 | 0.46% points | 0.31% points | 0.33% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured |
| Run by P7 | Kruti Chheta · 1.6 yrs | Manish Banthia · 2.7 yrs | Suyash Choudhary · ≥ 3.5 yrs |
| 1-year return | 5.2% | 5.9% | 5.8% |
| 3 years p.a. | 7.1% | 7.4% | 7.3% |
| 5 years p.a. | 6.1% | 6.8% | 6.2% |
| Deepest fall (max drawdown) | −0.8% | −0.6% | −0.6% |
| Assets (AUM) | ₹1,865 Cr | ₹29,989 Cr | ₹13,709 Cr |
| Disclosed history | 5.1 yrs | 7.9 yrs | 4.9 yrs |
| Holdings · top ten weight | 28 · 60% | 189 · 26% | 121 · 46% |
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.