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 | Edelweiss Nifty Alpha Low Volatility 30 Index | ICICI Prudential Nifty 50 Index | HDFC Nifty 50 Index | ICICI Prudential Nifty Next 50 Index |
|---|---|---|---|---|
| Edelweiss Nifty Alpha Low Volatility 30 IndexIndex Funds | itself | Edelweiss Nifty Alpha Low Volatility 30 Index and ICICI Prudential Nifty 50 Index: no portfolio disclosed for Edelweiss Nifty Alpha Low Volatility 30 Index | Edelweiss Nifty Alpha Low Volatility 30 Index and HDFC Nifty 50 Index: no portfolio disclosed for Edelweiss Nifty Alpha Low Volatility 30 Index | Edelweiss Nifty Alpha Low Volatility 30 Index and ICICI Prudential Nifty Next 50 Index: no portfolio disclosed for Edelweiss Nifty Alpha Low Volatility 30 Index |
| ICICI Prudential Nifty 50 IndexIndex Funds | ICICI Prudential Nifty 50 Index and Edelweiss Nifty Alpha Low Volatility 30 Index: no portfolio disclosed for Edelweiss Nifty Alpha Low Volatility 30 Index | itself | ICICI Prudential Nifty 50 Index and HDFC Nifty 50 Index share 100% of their portfolios | ICICI Prudential Nifty 50 Index and ICICI Prudential Nifty Next 50 Index share 0% of their portfolios |
| HDFC Nifty 50 IndexIndex Funds | HDFC Nifty 50 Index and Edelweiss Nifty Alpha Low Volatility 30 Index: no portfolio disclosed for Edelweiss Nifty Alpha Low Volatility 30 Index | HDFC Nifty 50 Index and ICICI Prudential Nifty 50 Index share 100% of their portfolios | itself | HDFC Nifty 50 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 Edelweiss Nifty Alpha Low Volatility 30 Index: no portfolio disclosed for Edelweiss Nifty Alpha Low Volatility 30 Index | ICICI Prudential Nifty Next 50 Index and ICICI Prudential Nifty 50 Index share 0% of their portfolios | ICICI Prudential Nifty Next 50 Index and HDFC Nifty 50 Index share 0% of their portfolios | itself |
Closest pair: ICICI Prudential Nifty 50 Index Fund and HDFC Nifty 50 Index Fund share 100% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Edelweiss Nifty Alpha Low Volatility 30 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 | Edelweiss Nifty Alpha Low Volatility 30 Index | ICICI Prudential Nifty 50 Index | HDFC Nifty 50 Index | ICICI Prudential Nifty Next 50 Index |
|---|---|---|---|---|
| Category | Index Funds | Index Funds | Index Funds | Index Funds |
| Fund house | Edelweiss Asset Management Limited | ICICI Prudential Asset Management Company Limited | HDFC Asset Management Company Limited | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | not measured | 46% of 109 | 50% of 109 | 51% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.71% points | 0.33% points | not measured | 0.46% points |
| Portfolio turned over a year P1 | not measured | 32% | 32% | 58% |
| Run by P7 | not known | Nishit Patel · 5.7 yrs | not known | Nishit Patel · 5.7 yrs |
| 1-year return | −1.9% | −6.3% | −6.5% | 3.5% |
| 3 years p.a. | — | 6.8% | 6.7% | 17.2% |
| 5 years p.a. | — | 6.9% | 6.7% | 11.7% |
| Deepest fall (max drawdown) | −24.9% | −15.5% | −15.6% | −26.7% |
| Assets (AUM) | ₹97 Cr | ₹17,420 Cr | ₹24,138 Cr | ₹10,132 Cr |
| Disclosed history | — | 10 yrs | 1.8 yrs | 10 yrs |
| Holdings · top ten weight | none disclosed | 52 · 53% | 52 · 53% | 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.