ANVESHAN
Theme
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.

2 of 6 pickedCompare

Overlap

share of the portfolio the two funds hold in common

Aditya Birla Sun Life Business CycleICICI Prudential Technology
Aditya Birla Sun Life Business Cycle
itself
7%
ICICI Prudential Technology
7%
itself

Most alike: Aditya Birla Sun Life Business Cycle Fund and ICICI Prudential Technology Fund share 7% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.

Side by side

record, cost, returns, drawdown, size

MeasureAditya Birla Sun Life Business CycleICICI Prudential Technology
CategorySectoral/ ThematicSectoral/ Thematic
Share of three-year stretches it beat its category P40% of 2258% of 109
Regular plan costs more than Direct by, a year P51.36%0.98%
Portfolio turned over a year P1119%61%
Run by P7Harish Krishnan · ≥ 6 moVaibhav Dusad · 6.3 yrs
1-year return6.3%−12.1%
3 years p.a.13.3%5.3%
5 years p.a.—3.4%
Deepest fall (max drawdown)−17.8%−28.0%
Assets (AUM)₹1,760 Cr₹13,677 Cr
Disclosed history4.8 yrs13 yrs
Holdings · top ten weight61 · 29%71 · 54%

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.