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.
2 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 | ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index |
|---|---|---|
| Kotak Nifty SDL Jul 2028 IndexIndex Funds | itself | 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 |
| 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 | itself |
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.
Side by side
record, cost, returns, drawdown, size
| Measure | Kotak Nifty SDL Jul 2028 Index | ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index |
|---|---|---|
| Category | Index Funds | Index Funds |
| Fund house | Kotak Mahindra Asset Management Company Limited. | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | not measured | 0% of 25 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.20% points |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | not known | Darshil Dedhia · 2.7 yrs |
| 1-year return | — | 5.9% |
| 3 years p.a. | — | 7.5% |
| 5 years p.a. | — | 6.1% |
| Deepest fall (max drawdown) | −0.5% | −0.4% |
| Assets (AUM) | ₹6 Cr | ₹8,096 Cr |
| Disclosed history | — | 5.0 yrs |
| Holdings · top ten weight | none disclosed | 90 · 48% |
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.