ANVESHAN
Theme
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.

2 of 6 pickedCompare

Overlap

share of the portfolio the two funds hold in common

HDFC Nifty G-Sec Apr 2029 IndexHDFC Nifty 50 Index
HDFC Nifty G-Sec Apr 2029 Index
itself
0%
HDFC Nifty 50 Index
0%
itself

Most alike: HDFC Nifty G-Sec Apr 2029 Index Fund and HDFC 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

MeasureHDFC Nifty G-Sec Apr 2029 IndexHDFC Nifty 50 Index
CategoryIndex FundsIndex Funds
Share of three-year stretches it beat its category P40% of 750% of 109
Regular plan costs more than Direct by, a year P50.17%not measured
Portfolio turned over a year P1not measured32%
Run by P7not knownnot known
1-year return4.7%−6.5%
3 years p.a.7.5%6.7%
5 years p.a.6.7%
Deepest fall (max drawdown)−0.9%−15.6%
Assets (AUM)₹158 Cr₹24,138 Cr
Disclosed history1.8 yrs
Holdings · top ten weight— · —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.