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
| HSBC Gilt | ICICI Prudential Gilt | |
|---|---|---|
| HSBC Gilt | itself | 31% |
| ICICI Prudential Gilt | 31% | itself |
Most alike: HSBC Gilt Fund and ICICI Prudential Gilt Fund share 31% 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 | HSBC Gilt | ICICI Prudential Gilt |
|---|---|---|
| Category | Gilt | Gilt |
| Share of three-year stretches it beat its category P4 | 0% of 11 | 92% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.23% | 0.62% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Shriram Ramanathan · 9.3 yrs | Manish Banthia · 2.7 yrs |
| 1-year return | 2.6% | 4.5% |
| 3 years p.a. | 5.9% | 7.0% |
| 5 years p.a. | — | 6.5% |
| Deepest fall (max drawdown) | −3.6% | −2.6% |
| Assets (AUM) | ₹158 Cr | ₹8,380 Cr |
| Disclosed history | 3.6 yrs | 7.9 yrs |
| Holdings · top ten weight | 15 · 103% | 51 · 60% |
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.