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
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) | ICICI Prudential Nifty 50 Index | |
|---|---|---|
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) | itself | 46% |
| ICICI Prudential Nifty 50 Index | 46% | itself |
Most alike: Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) and ICICI Prudential Nifty 50 Index Fund share 46% 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 | Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) | ICICI Prudential Nifty 50 Index |
|---|---|---|
| Category | Index Funds | Index Funds |
| Share of three-year stretches it beat its category P4 | 100% of 21 | 46% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.53% | 0.33% |
| Portfolio turned over a year P1 | 60% | 32% |
| Run by P7 | : Rohit Seksaria · 2.5 yrs | Nishit Patel · 5.7 yrs |
| 1-year return | 1.3% | −6.3% |
| 3 years p.a. | 13.8% | 6.8% |
| 5 years p.a. | — | 6.9% |
| Deepest fall (max drawdown) | −21.2% | −15.5% |
| Assets (AUM) | ₹144 Cr | ₹17,420 Cr |
| Disclosed history | 4.7 yrs | 10 yrs |
| Holdings · top ten weight | 102 · 12% | 52 · 53% |
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.