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. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
4 of 6 chosen
Add another Sectoral/ Thematic fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | HSBC Business Cycles | ICICI Prudential Banking & Financial Services | ICICI Prudential India Opportunities | SBI BANKING & FINANCIAL SERVICES |
|---|---|---|---|---|
| HSBC Business CyclesSectoral/ Thematic | itself | HSBC Business Cycles and ICICI Prudential Banking & Financial Services share 18% of their portfolios | HSBC Business Cycles and ICICI Prudential India Opportunities share 22% of their portfolios | HSBC Business Cycles and SBI BANKING & FINANCIAL SERVICES share 15% of their portfolios |
| ICICI Prudential Banking & Financial ServicesSectoral/ Thematic | ICICI Prudential Banking & Financial Services and HSBC Business Cycles share 18% of their portfolios | itself | ICICI Prudential Banking & Financial Services and ICICI Prudential India Opportunities share 34% of their portfolios | ICICI Prudential Banking & Financial Services and SBI BANKING & FINANCIAL SERVICES share 51% of their portfolios |
| ICICI Prudential India OpportunitiesSectoral/ Thematic | ICICI Prudential India Opportunities and HSBC Business Cycles share 22% of their portfolios | ICICI Prudential India Opportunities and ICICI Prudential Banking & Financial Services share 34% of their portfolios | itself | ICICI Prudential India Opportunities and SBI BANKING & FINANCIAL SERVICES share 22% of their portfolios |
| SBI BANKING & FINANCIAL SERVICESSectoral/ Thematic | SBI BANKING & FINANCIAL SERVICES and HSBC Business Cycles share 15% of their portfolios | SBI BANKING & FINANCIAL SERVICES and ICICI Prudential Banking & Financial Services share 51% of their portfolios | SBI BANKING & FINANCIAL SERVICES and ICICI Prudential India Opportunities share 22% of their portfolios | itself |
Closest pair: ICICI Prudential Banking & Financial Services Fund and SBI BANKING & FINANCIAL SERVICES FUND share 51% 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 | HSBC Business Cycles | ICICI Prudential Banking & Financial Services | ICICI Prudential India Opportunities | SBI BANKING & FINANCIAL SERVICES |
|---|---|---|---|---|
| Category | Sectoral/ Thematic | Sectoral/ Thematic | Sectoral/ Thematic | Sectoral/ Thematic |
| Fund house | HSBC Asset Management (India) Private Ltd. | ICICI Prudential Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 100% of 11 | 35% of 109 | 100% of 57 | 61% of 103 |
| Regular plan costs more than Direct by, a year P5 | 1.29% points | 1.08% points | 1.47% points | 1.21% points |
| Portfolio turned over a year P1 | 99% | 75% | 76% | 132% |
| Run by P7 | Gautam Bhupal · 3.3 yrs | Antariksha Banerjee · 7 mo | Roshan Chutkey · 7.7 yrs | Milind Agrawal · ≥ 3 mo |
| 1-year return | 2.1% | −2.2% | −0.6% | 1.0% |
| 3 years p.a. | 16.7% | 9.8% | 13.8% | 15.8% |
| 5 years p.a. | — | 9.7% | 16.6% | 12.5% |
| Deepest fall (max drawdown) | −23.4% | −17.0% | −13.7% | −16.1% |
| Assets (AUM) | ₹1,229 Cr | ₹11,267 Cr | ₹38,633 Cr | ₹10,879 Cr |
| Disclosed history | 3.8 yrs | 13 yrs | 7.3 yrs | 5.8 yrs |
| Holdings · top ten weight | 72 · 30% | 59 · 63% | 80 · 45% | 39 · 68% |
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.