Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.
4 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 | Kotak Corporate Bond | Aditya Birla Sun Life Corporate Bond | BANDHAN Corporate Bond |
|---|---|---|---|---|
| Mirae Asset Corporate BondCorporate Bond | itself | Mirae Asset Corporate Bond and Kotak Corporate Bond: no portfolio disclosed for Kotak Corporate Bond | Mirae Asset Corporate Bond and Aditya Birla Sun Life Corporate Bond share 11% of their portfolios | Mirae Asset Corporate Bond and BANDHAN Corporate Bond share 8% of their portfolios |
| Kotak Corporate BondCorporate Bond | Kotak Corporate Bond and Mirae Asset Corporate Bond: no portfolio disclosed for Kotak Corporate Bond | itself | Kotak Corporate Bond and Aditya Birla Sun Life Corporate Bond: no portfolio disclosed for Kotak Corporate Bond | Kotak Corporate Bond and BANDHAN Corporate Bond: no portfolio disclosed for Kotak Corporate Bond |
| Aditya Birla Sun Life Corporate BondCorporate Bond | Aditya Birla Sun Life Corporate Bond and Mirae Asset Corporate Bond share 11% of their portfolios | Aditya Birla Sun Life Corporate Bond and Kotak Corporate Bond: no portfolio disclosed for Kotak Corporate Bond | itself | Aditya Birla Sun Life Corporate Bond and BANDHAN Corporate Bond share 6% of their portfolios |
| BANDHAN Corporate BondCorporate Bond | BANDHAN Corporate Bond and Mirae Asset Corporate Bond share 8% of their portfolios | BANDHAN Corporate Bond and Kotak Corporate Bond: no portfolio disclosed for Kotak Corporate Bond | BANDHAN Corporate Bond and Aditya Birla Sun Life Corporate Bond share 6% of their portfolios | itself |
Closest pair: Mirae Asset Corporate Bond Fund and Aditya Birla Sun Life Corporate Bond Fund share 11% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
Kotak Corporate Bond has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, 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
| Measure | Mirae Asset Corporate Bond | Kotak Corporate Bond | Aditya Birla Sun Life Corporate Bond | BANDHAN Corporate Bond |
|---|---|---|---|---|
| Category | Corporate Bond | Corporate Bond | Corporate Bond | Corporate Bond |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | Kotak Mahindra Asset Management Company Limited. | Aditya Birla Sun Life AMC Limited | Bandhan AMC Limited |
| Share of three-year stretches it beat its category P4 | 0% of 31 | 68% of 104 | 87% of 109 | 9% of 93 |
| Regular plan costs more than Direct by, a year P5 | 0.46% points | 0.33% points | 0.15% points | 0.33% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured | not measured |
| Run by P7 | Kruti Chheta · 1.6 yrs | not known | Kaustubh Gupta · ≥ 1 mo | Suyash Choudhary · ≥ 3.5 yrs |
| 1-year return | 5.2% | 5.2% | 4.9% | 5.8% |
| 3 years p.a. | 7.1% | 7.4% | 7.0% | 7.3% |
| 5 years p.a. | 6.1% | 6.5% | 6.4% | 6.2% |
| Deepest fall (max drawdown) | −0.8% | −0.6% | −1.1% | −0.6% |
| Assets (AUM) | ₹1,865 Cr | ₹16,128 Cr | ₹23,846 Cr | ₹13,709 Cr |
| Disclosed history | 5.1 yrs | — | 14 yrs | 4.9 yrs |
| Holdings · top ten weight | 28 · 60% | none disclosed | 176 · 36% | 121 · 46% |
Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.