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
| Tata Corporate Bond | ICICI Prudential Corporate Bond | |
|---|---|---|
| Tata Corporate Bond | itself | 17% |
| ICICI Prudential Corporate Bond | 17% | itself |
Most alike: Tata Corporate Bond Fund and ICICI Prudential Corporate Bond Fund share 17% 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
| Measure | Tata Corporate Bond | ICICI Prudential Corporate Bond |
|---|---|---|
| Category | Corporate Bond | Corporate Bond |
| Share of three-year stretches it beat its category P4 | 64% of 22 | 62% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.59% | 0.31% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Amit Somani · ≥ 2 mo | Manish Banthia · 2.7 yrs |
| 1-year return | 5.2% | 5.9% |
| 3 years p.a. | 7.3% | 7.4% |
| 5 years p.a. | — | 6.8% |
| Deepest fall (max drawdown) | −0.8% | −0.6% |
| Assets (AUM) | ₹3,047 Cr | ₹29,989 Cr |
| Disclosed history | 6.3 yrs | 7.9 yrs |
| Holdings · top ten weight | 66 · 37% | 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.