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
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 | Kotak Nifty SDL Jul 2028 Index | HDFC BSE Sensex Index | ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index | Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60 40 Index |
|---|---|---|---|---|
| Kotak Nifty SDL Jul 2028 IndexIndex Funds | itself | Kotak Nifty SDL Jul 2028 Index and HDFC BSE Sensex Index: no portfolio disclosed for Kotak Nifty SDL Jul 2028 Index | Kotak Nifty SDL Jul 2028 Index and ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index: no portfolio disclosed for Kotak Nifty SDL Jul 2028 Index | Kotak Nifty SDL Jul 2028 Index and Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60 40 Index: no portfolio disclosed for Kotak Nifty SDL Jul 2028 Index |
| HDFC BSE Sensex IndexIndex Funds | HDFC BSE Sensex Index and Kotak Nifty SDL Jul 2028 Index: no portfolio disclosed for Kotak Nifty SDL Jul 2028 Index | itself | HDFC BSE Sensex Index and ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index share 0% of their portfolios | HDFC BSE Sensex Index and Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60 40 Index share 0% 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 2028 Index: no portfolio disclosed for Kotak Nifty SDL Jul 2028 Index | ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index and HDFC BSE Sensex Index share 0% of their portfolios | itself | ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index and Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60 40 Index share 0% of their portfolios |
| Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60 40 IndexIndex Funds | Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60 40 Index and Kotak Nifty SDL Jul 2028 Index: no portfolio disclosed for Kotak Nifty SDL Jul 2028 Index | Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60 40 Index and HDFC BSE Sensex Index share 0% of their portfolios | Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60 40 Index and ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index share 0% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, HDFC BSE Sensex Index Fund and ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 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.
Kotak Nifty SDL Jul 2028 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
| Measure | Kotak Nifty SDL Jul 2028 Index | HDFC BSE Sensex Index | ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index | Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60 40 Index |
|---|---|---|---|---|
| Category | Index Funds | Index Funds | Index Funds | Index Funds |
| Fund house | Kotak Mahindra Asset Management Company Limited. | HDFC Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | not measured | 50% of 109 | 0% of 25 | 0% of 25 |
| Regular plan costs more than Direct by, a year P5 | not measured | not measured | 0.20% points | 0.16% points |
| Portfolio turned over a year P1 | not measured | 31% | not measured | not measured |
| Run by P7 | not known | not known | Darshil Dedhia · 2.7 yrs | not known |
| 1-year return | — | −8.3% | 5.9% | 5.9% |
| 3 years p.a. | — | 5.0% | 7.5% | 7.2% |
| 5 years p.a. | — | 5.7% | 6.1% | 6.0% |
| Deepest fall (max drawdown) | −0.5% | −16.1% | −0.4% | −0.2% |
| Assets (AUM) | ₹6 Cr | ₹8,625 Cr | ₹8,096 Cr | ₹7,225 Cr |
| Disclosed history | — | 1.8 yrs | 5.0 yrs | 5.0 yrs |
| Holdings · top ten weight | none disclosed | 32 · 64% | 90 · 48% | 41 · 66% |
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.