Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.
5 of 6 chosen
Add another Index Funds fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | SBI CRISIL IBX Gilt Index - April 2029 | HDFC Nifty 50 Index | ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index | ICICI Prudential Nifty Next 50 Index | HDFC BSE Sensex Index |
|---|---|---|---|---|---|
| SBI CRISIL IBX Gilt Index - April 2029Index Funds | itself | SBI CRISIL IBX Gilt Index - April 2029 and HDFC Nifty 50 Index share 0% of their portfolios | SBI CRISIL IBX Gilt Index - April 2029 and ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index share 0% of their portfolios | SBI CRISIL IBX Gilt Index - April 2029 and ICICI Prudential Nifty Next 50 Index share 0% of their portfolios | SBI CRISIL IBX Gilt Index - April 2029 and HDFC BSE Sensex Index share 0% of their portfolios |
| HDFC Nifty 50 IndexIndex Funds | HDFC Nifty 50 Index and SBI CRISIL IBX Gilt Index - April 2029 share 0% of their portfolios | itself | HDFC Nifty 50 Index and ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index share 0% of their portfolios | HDFC Nifty 50 Index and ICICI Prudential Nifty Next 50 Index share 0% of their portfolios | HDFC Nifty 50 Index and HDFC BSE Sensex Index share 83% of their portfolios |
| ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 IndexIndex Funds | ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index and SBI CRISIL IBX Gilt Index - April 2029 share 0% of their portfolios | ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index and HDFC Nifty 50 Index share 0% of their portfolios | itself | ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index and ICICI Prudential Nifty Next 50 Index share 0% of their portfolios | ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index and HDFC BSE Sensex Index share 0% of their portfolios |
| ICICI Prudential Nifty Next 50 IndexIndex Funds | ICICI Prudential Nifty Next 50 Index and SBI CRISIL IBX Gilt Index - April 2029 share 0% of their portfolios | ICICI Prudential Nifty Next 50 Index and HDFC Nifty 50 Index share 0% of their portfolios | ICICI Prudential Nifty Next 50 Index and ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index share 0% of their portfolios | itself | ICICI Prudential Nifty Next 50 Index and HDFC BSE Sensex Index share 0% of their portfolios |
| HDFC BSE Sensex IndexIndex Funds | HDFC BSE Sensex Index and SBI CRISIL IBX Gilt Index - April 2029 share 0% of their portfolios | HDFC BSE Sensex Index and HDFC Nifty 50 Index share 83% of their portfolios | HDFC BSE Sensex Index and ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index share 0% of their portfolios | HDFC BSE Sensex Index and ICICI Prudential Nifty Next 50 Index share 0% of their portfolios | itself |
Closest pair: HDFC Nifty 50 Index Fund and HDFC BSE Sensex Index Fund share 83% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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
| Measure | SBI CRISIL IBX Gilt Index - April 2029 | HDFC Nifty 50 Index | ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index | ICICI Prudential Nifty Next 50 Index | HDFC BSE Sensex Index |
|---|---|---|---|---|---|
| Category | Index Funds | Index Funds | Index Funds | Index Funds | Index Funds |
| Fund house | SBI Funds Management Limited | HDFC Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 0% of 12 | 50% of 109 | 0% of 25 | 51% of 109 | 50% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.24% points | not measured | 0.20% points | 0.46% points | not measured |
| Portfolio turned over a year P1 | not measured | 32% | not measured | 58% | 31% |
| Run by P7 | Ranjana Gupta · ≥ 7 mo | not known | Darshil Dedhia · 2.7 yrs | Nishit Patel · 5.7 yrs | not known |
| 1-year return | 4.6% | −6.5% | 5.9% | 3.5% | −8.3% |
| 3 years p.a. | 7.4% | 6.7% | 7.5% | 17.2% | 5.0% |
| 5 years p.a. | — | 6.7% | 6.1% | 11.7% | 5.7% |
| Deepest fall (max drawdown) | −1.1% | −15.6% | −0.4% | −26.7% | −16.1% |
| Assets (AUM) | ₹1,946 Cr | ₹24,138 Cr | ₹8,096 Cr | ₹10,132 Cr | ₹8,625 Cr |
| Disclosed history | 3.7 yrs | 1.8 yrs | 5.0 yrs | 10 yrs | 1.8 yrs |
| Holdings · top ten weight | 3 · 100% | 52 · 53% | 90 · 48% | 52 · 34% | 32 · 64% |
Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.