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
| Nippon India Nifty Alpha Low Volatility 30 Index | HDFC Nifty 50 Index | |
|---|---|---|
| Nippon India Nifty Alpha Low Volatility 30 Index | itself | 32% |
| HDFC Nifty 50 Index | 32% | itself |
Most alike: Nippon India Nifty Alpha Low Volatility 30 Index Fund and HDFC Nifty 50 Index Fund share 32% 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 | Nippon India Nifty Alpha Low Volatility 30 Index | HDFC Nifty 50 Index |
|---|---|---|
| Category | Index Funds | Index Funds |
| Share of three-year stretches it beat its category P4 | 100% of 14 | 50% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.62% | not measured |
| Portfolio turned over a year P1 | 93% | 32% |
| Run by P7 | Jitendra Tolani · 1.5 yrs | not known |
| 1-year return | −1.8% | −6.5% |
| 3 years p.a. | 10.2% | 6.7% |
| 5 years p.a. | — | 6.7% |
| Deepest fall (max drawdown) | −24.9% | −15.6% |
| Assets (AUM) | ₹1,303 Cr | ₹24,138 Cr |
| Disclosed history | 4.1 yrs | 1.8 yrs |
| Holdings · top ten weight | 33 · 39% | 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.