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.

4 of 6 chosen

  • Mirae Asset Corporate Bond FundCorporate Bond×
  • Kotak Corporate Bond FundCorporate Bond · no portfolio disclosed×
  • SBI Corporate Bond FundCorporate Bond×
  • ICICI Prudential Corporate Bond FundCorporate Bond×

Overlap

share of the portfolio the two funds hold in common

each fundagainst each otherMirae Asset Corporate BondKotak Corporate BondSBI Corporate BondICICI Prudential 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 SBI Corporate Bond share 7% of their portfolios
Mirae Asset Corporate Bond and ICICI Prudential Corporate Bond share 9% 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 SBI Corporate Bond: no portfolio disclosed for Kotak Corporate Bond
Kotak Corporate Bond and ICICI Prudential Corporate Bond: no portfolio disclosed for Kotak Corporate Bond
SBI Corporate BondCorporate Bond
SBI Corporate Bond and Mirae Asset Corporate Bond share 7% of their portfolios
SBI Corporate Bond and Kotak Corporate Bond: no portfolio disclosed for Kotak Corporate Bond
itself
SBI Corporate Bond and ICICI Prudential Corporate Bond share 14% of their portfolios
ICICI Prudential Corporate BondCorporate Bond
ICICI Prudential Corporate Bond and Mirae Asset Corporate Bond share 9% of their portfolios
ICICI Prudential Corporate Bond and Kotak Corporate Bond: no portfolio disclosed for Kotak Corporate Bond
ICICI Prudential Corporate Bond and SBI Corporate Bond share 14% of their portfolios
itself

Closest pair: SBI Corporate Bond Fund and ICICI Prudential Corporate Bond Fund share 14% 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 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

MeasureMirae Asset Corporate BondKotak Corporate BondSBI Corporate BondICICI Prudential Corporate Bond
CategoryCorporate BondCorporate BondCorporate BondCorporate Bond
Fund houseMirae Asset Investment Managers (India) Pvt. LtdKotak Mahindra Asset Management Company Limited.SBI Funds Management LimitedICICI Prudential Asset Management Company Limited
Share of three-year stretches it beat its category P40% of 3168% of 1049% of 5662% of 109
Regular plan costs more than Direct by, a year P50.46% points0.33% points0.48% points0.31% points
Portfolio turned over a year P1not measurednot measurednot measurednot measured
Run by P7Kruti Chheta · 1.6 yrsnot knownArdhendu Bhattacharya · ≥ 3 moManish Banthia · 2.7 yrs
1-year return5.2%5.2%5.1%5.9%
3 years p.a.7.1%7.4%7.2%7.4%
5 years p.a.6.1%6.5%6.3%6.8%
Deepest fall (max drawdown)−0.8%−0.6%−0.8%−0.6%
Assets (AUM)₹1,865 Cr₹16,128 Cr₹22,186 Cr₹29,989 Cr
Disclosed history5.1 yrs—5.3 yrs7.9 yrs
Holdings · top ten weight28 · 60%none disclosed79 · 38%189 · 26%

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.