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 | Edelweiss Nifty Alpha Low Volatility 30 Index | SBI NIFTY INDEX | ICICI Prudential Nifty Next 50 Index |
|---|---|---|---|
| Edelweiss Nifty Alpha Low Volatility 30 IndexIndex Funds | itself | Edelweiss Nifty Alpha Low Volatility 30 Index and SBI NIFTY 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 |
| SBI NIFTY INDEXIndex Funds | SBI NIFTY INDEX and Edelweiss Nifty Alpha Low Volatility 30 Index: no portfolio disclosed for Edelweiss Nifty Alpha Low Volatility 30 Index | itself | SBI NIFTY 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 SBI NIFTY INDEX share 0% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, SBI NIFTY INDEX FUND and ICICI Prudential Nifty Next 50 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.
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 | SBI NIFTY INDEX | ICICI Prudential Nifty Next 50 Index |
|---|---|---|---|
| Category | Index Funds | Index Funds | Index Funds |
| Fund house | Edelweiss Asset Management Limited | SBI Funds Management Limited | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | not measured | 53% of 109 | 51% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.71% points | 0.41% points | 0.46% points |
| Portfolio turned over a year P1 | not measured | 32% | 58% |
| Run by P7 | not known | Viral Chhadva · 7 mo | Nishit Patel · 5.7 yrs |
| 1-year return | −1.9% | −6.3% | 3.5% |
| 3 years p.a. | — | 6.8% | 17.2% |
| 5 years p.a. | — | 6.9% | 11.7% |
| Deepest fall (max drawdown) | −24.9% | −15.5% | −26.7% |
| Assets (AUM) | ₹97 Cr | ₹13,913 Cr | ₹10,132 Cr |
| Disclosed history | — | 5.8 yrs | 10 yrs |
| Holdings · top ten weight | none disclosed | 53 · 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.