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 | HDFC Defence | ICICI Prudential Business Cycle | SBI BANKING & FINANCIAL SERVICES |
|---|---|---|---|---|
| HSBC Business CyclesSectoral/ Thematic | itself | HSBC Business Cycles and HDFC Defence share 10% of their portfolios | HSBC Business Cycles and ICICI Prudential Business Cycle share 24% of their portfolios | HSBC Business Cycles and SBI BANKING & FINANCIAL SERVICES share 15% of their portfolios |
| HDFC DefenceSectoral/ Thematic | HDFC Defence and HSBC Business Cycles share 10% of their portfolios | itself | HDFC Defence and ICICI Prudential Business Cycle share 2% of their portfolios | HDFC Defence and SBI BANKING & FINANCIAL SERVICES share 0% of their portfolios |
| ICICI Prudential Business CycleSectoral/ Thematic | ICICI Prudential Business Cycle and HSBC Business Cycles share 24% of their portfolios | ICICI Prudential Business Cycle and HDFC Defence share 2% of their portfolios | itself | ICICI Prudential Business Cycle and SBI BANKING & FINANCIAL SERVICES share 25% 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 HDFC Defence share 0% of their portfolios | SBI BANKING & FINANCIAL SERVICES and ICICI Prudential Business Cycle share 25% of their portfolios | itself |
Closest pair: ICICI Prudential Business Cycle Fund and SBI BANKING & FINANCIAL SERVICES FUND share 25% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
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 | HDFC Defence | ICICI Prudential Business Cycle | SBI BANKING & FINANCIAL SERVICES |
|---|---|---|---|---|
| Category | Sectoral/ Thematic | Sectoral/ Thematic | Sectoral/ Thematic | Sectoral/ Thematic |
| Fund house | HSBC Asset Management (India) Private Ltd. | HDFC 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 | 100% of 4 | 100% of 33 | 61% of 103 |
| Regular plan costs more than Direct by, a year P5 | 1.29% points | 1.53% points | 1.36% points | 1.21% points |
| Portfolio turned over a year P1 | 99% | 59% | 52% | 132% |
| Run by P7 | Gautam Bhupal · 3.3 yrs | not known | Manish Banthia · 5.7 yrs | Milind Agrawal · ≥ 3 mo |
| 1-year return | 2.1% | 22.4% | −3.9% | 1.0% |
| 3 years p.a. | 16.7% | 38.2% | 14.8% | 15.8% |
| 5 years p.a. | — | — | 14.9% | 12.5% |
| Deepest fall (max drawdown) | −23.4% | −34.5% | −14.4% | −16.1% |
| Assets (AUM) | ₹1,229 Cr | ₹11,252 Cr | ₹16,090 Cr | ₹10,879 Cr |
| Disclosed history | 3.8 yrs | 2.4 yrs | 5.7 yrs | 5.8 yrs |
| Holdings · top ten weight | 72 · 30% | 26 · 80% | 88 · 51% | 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.