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 NIFTY 50 Index | Axis Nifty 50 Index | |
|---|---|---|
| HSBC NIFTY 50 Index | itself | 100% |
| Axis Nifty 50 Index | 100% | itself |
Most alike: HSBC NIFTY 50 Index Fund and Axis Nifty 50 Index Fund share 100% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Side by side
record, cost, returns, drawdown, size
| Measure | HSBC NIFTY 50 Index | Axis Nifty 50 Index |
|---|---|---|
| Category | Equity Funds | Equity Funds |
| Share of three-year stretches it beat its category P4 | 0% of 11 | 0% of 22 |
| Regular plan costs more than Direct by, a year P5 | 0.23% | 0.31% |
| Portfolio turned over a year P1 | 34% | 32% |
| Run by P7 | Praveen Ayathan · 6.3 yrs | not known |
| 1-year return | −6.3% | −6.2% |
| 3 years p.a. | 6.8% | 6.9% |
| 5 years p.a. | — | — |
| Deepest fall (max drawdown) | −15.5% | −15.4% |
| Assets (AUM) | ₹392 Cr | ₹968 Cr |
| Disclosed history | 3.8 yrs | 4.5 yrs |
| Holdings · top ten weight | 52 · 53% | 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.