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 NEXT 50 Index | Axis Nifty 50 Index | |
|---|---|---|
| HSBC NIFTY NEXT 50 Index | itself | 0% |
| Axis Nifty 50 Index | 0% | itself |
Most alike: HSBC NIFTY NEXT 50 Index Fund and Axis Nifty 50 Index Fund share 0% 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 NIFTY NEXT 50 Index | Axis Nifty 50 Index |
|---|---|---|
| Category | Equity Funds | Equity Funds |
| Share of three-year stretches it beat its category P4 | 100% of 11 | 0% of 22 |
| Regular plan costs more than Direct by, a year P5 | 0.48% | 0.31% |
| Portfolio turned over a year P1 | 58% | 32% |
| Run by P7 | Praveen Ayathan · 6.3 yrs | not known |
| 1-year return | 3.3% | −6.2% |
| 3 years p.a. | 17.0% | 6.9% |
| 5 years p.a. | — | — |
| Deepest fall (max drawdown) | −26.6% | −15.4% |
| Assets (AUM) | ₹182 Cr | ₹968 Cr |
| Disclosed history | 3.8 yrs | 4.5 yrs |
| Holdings · top ten weight | 52 · 34% | 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.