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.
3 of 6 chosen
Add another Index Funds fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index | HDFC BSE Sensex Index | ICICI Prudential Nifty Next 50 Index |
|---|---|---|---|
| Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 IndexIndex Funds | itself | Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index and HDFC BSE Sensex Index share 0% of their portfolios | Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index and ICICI Prudential Nifty Next 50 Index share 0% of their portfolios |
| HDFC BSE Sensex IndexIndex Funds | HDFC BSE Sensex Index and Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index share 0% of their portfolios | itself | HDFC BSE Sensex Index and ICICI Prudential Nifty Next 50 Index share 0% of their portfolios |
| ICICI Prudential Nifty Next 50 IndexIndex Funds | ICICI Prudential Nifty Next 50 Index and Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index share 0% of their portfolios | ICICI Prudential Nifty Next 50 Index and HDFC BSE Sensex Index share 0% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund and HDFC BSE Sensex Index Fund, share 0% — not one holding in common. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what you wanted.
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 | Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index | HDFC BSE Sensex Index | ICICI Prudential Nifty Next 50 Index |
|---|---|---|---|
| Category | Index Funds | Index Funds | Index Funds |
| Fund house | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 0% of 9 | 50% of 109 | 51% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.20% points | not measured | 0.46% points |
| Portfolio turned over a year P1 | not measured | 31% | 58% |
| Run by P7 | not known | not known | Nishit Patel · 5.7 yrs |
| 1-year return | 5.6% | −8.3% | 3.5% |
| 3 years p.a. | 7.4% | 5.0% | 17.2% |
| 5 years p.a. | — | 5.7% | 11.7% |
| Deepest fall (max drawdown) | −0.8% | −16.1% | −26.7% |
| Assets (AUM) | ₹247 Cr | ₹8,625 Cr | ₹10,132 Cr |
| Disclosed history | 3.6 yrs | 1.8 yrs | 10 yrs |
| Holdings · top ten weight | 11 · 100% | 32 · 64% | 52 · 34% |
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.