ANVESHAN Create account

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

  • Kotak Nifty SDL Jul 2026 Index FundIndex Funds · no portfolio disclosed×
  • UTI Nifty 50 Index FundIndex Funds×
  • ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index FundIndex Funds×
  • ICICI Prudential Nifty 50 Index FundIndex Funds×

Overlap

share of the portfolio the two funds hold in common

each fundagainst each otherKotak Nifty SDL Jul 2026 IndexUTI Nifty 50 IndexICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 IndexICICI Prudential Nifty 50 Index
Kotak Nifty SDL Jul 2026 IndexIndex Funds
itself
Kotak Nifty SDL Jul 2026 Index and UTI Nifty 50 Index: no portfolio disclosed for Kotak Nifty SDL Jul 2026 Index
Kotak Nifty SDL Jul 2026 Index and ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index: no portfolio disclosed for Kotak Nifty SDL Jul 2026 Index
Kotak Nifty SDL Jul 2026 Index and ICICI Prudential Nifty 50 Index: no portfolio disclosed for Kotak Nifty SDL Jul 2026 Index
UTI Nifty 50 IndexIndex Funds
UTI Nifty 50 Index and Kotak Nifty SDL Jul 2026 Index: no portfolio disclosed for Kotak Nifty SDL Jul 2026 Index
itself
UTI Nifty 50 Index and ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index share 0% of their portfolios
UTI Nifty 50 Index and ICICI Prudential Nifty 50 Index share 100% of their portfolios
ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 IndexIndex Funds
ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index and Kotak Nifty SDL Jul 2026 Index: no portfolio disclosed for Kotak Nifty SDL Jul 2026 Index
ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index and UTI Nifty 50 Index share 0% of their portfolios
itself
ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index and ICICI Prudential Nifty 50 Index share 0% of their portfolios
ICICI Prudential Nifty 50 IndexIndex Funds
ICICI Prudential Nifty 50 Index and Kotak Nifty SDL Jul 2026 Index: no portfolio disclosed for Kotak Nifty SDL Jul 2026 Index
ICICI Prudential Nifty 50 Index and UTI Nifty 50 Index share 100% of their portfolios
ICICI Prudential Nifty 50 Index and ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index share 0% of their portfolios
itself

Closest pair: UTI Nifty 50 Index Fund and ICICI Prudential Nifty 50 Index Fund share 100% of their portfolios. Holding both is closer to holding one twice than to diversifying.

Kotak Nifty SDL Jul 2026 Index has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, not a finding about the fund.

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

MeasureKotak Nifty SDL Jul 2026 IndexUTI Nifty 50 IndexICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 IndexICICI Prudential Nifty 50 Index
CategoryIndex FundsIndex FundsIndex FundsIndex Funds
Fund houseKotak Mahindra Asset Management Company Limited.UTI Asset Mgmt. Co. Ltd.ICICI Prudential Asset Management Company LimitedICICI Prudential Asset Management Company Limited
Share of three-year stretches it beat its category P40% of 879% of 1090% of 2546% of 109
Regular plan costs more than Direct by, a year P50.22% points0.11% points0.20% points0.33% points
Portfolio turned over a year P1not measured32%not measured32%
Run by P7not knownSharwan Kumar Goyal · 8.2 yrsDarshil Dedhia · 2.7 yrsNishit Patel · 5.7 yrs
1-year return5.6%−6.3%5.9%−6.3%
3 years p.a.7.1%6.9%7.5%6.8%
5 years p.a.—6.9%6.1%6.9%
Deepest fall (max drawdown)−0.1%−15.5%−0.4%−15.5%
Assets (AUM)₹96 Cr₹29,204 Cr₹8,096 Cr₹17,420 Cr
Disclosed history—12 yrs5.0 yrs10 yrs
Holdings · top ten weightnone disclosed52 · 53%90 · 48%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.