ANVESHAN 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. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.

3 of 6 chosen

  • Aditya Birla Sun Life Crisil-IBX AAA NBFC-HFC INDEX-Sep 2026 FundIndex Funds×
  • HDFC BSE Sensex Index FundIndex Funds×
  • HDFC Nifty 50 Index FundIndex Funds×

Overlap

share of the portfolio the two funds hold in common

each fundagainst each otherAditya Birla Sun Life Crisil-IBX AAA NBFC-HFC INDEX-Sep 2026HDFC BSE Sensex IndexHDFC Nifty 50 Index
Aditya Birla Sun Life Crisil-IBX AAA NBFC-HFC INDEX-Sep 2026Index Funds
itself
Aditya Birla Sun Life Crisil-IBX AAA NBFC-HFC INDEX-Sep 2026 and HDFC BSE Sensex Index share 0% of their portfolios
Aditya Birla Sun Life Crisil-IBX AAA NBFC-HFC INDEX-Sep 2026 and HDFC Nifty 50 Index share 0% of their portfolios
HDFC BSE Sensex IndexIndex Funds
HDFC BSE Sensex Index and Aditya Birla Sun Life Crisil-IBX AAA NBFC-HFC INDEX-Sep 2026 share 0% of their portfolios
itself
HDFC BSE Sensex Index and HDFC Nifty 50 Index share 83% of their portfolios
HDFC Nifty 50 IndexIndex Funds
HDFC Nifty 50 Index and Aditya Birla Sun Life Crisil-IBX AAA NBFC-HFC INDEX-Sep 2026 share 0% of their portfolios
HDFC Nifty 50 Index and HDFC BSE Sensex Index share 83% of their portfolios
itself

Closest pair: HDFC BSE Sensex Index Fund and HDFC Nifty 50 Index Fund share 83% of their portfolios. Holding both is closer to holding one twice than to diversifying.

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

MeasureAditya Birla Sun Life Crisil-IBX AAA NBFC-HFC INDEX-Sep 2026HDFC BSE Sensex IndexHDFC Nifty 50 Index
CategoryIndex FundsIndex FundsIndex Funds
Fund houseAditya Birla Sun Life AMC LimitedHDFC Asset Management Company LimitedHDFC Asset Management Company Limited
Share of three-year stretches it beat its category P4not measured50% of 10950% of 109
Regular plan costs more than Direct by, a year P50.30% pointsnot measurednot measured
Portfolio turned over a year P1not measured31%32%
Run by P7not knownnot knownnot known
1-year return6.8%−8.3%−6.5%
3 years p.a.—5.0%6.7%
5 years p.a.—5.7%6.7%
Deepest fall (max drawdown)−0.1%−16.1%−15.6%
Assets (AUM)₹133 Cr₹8,625 Cr₹24,138 Cr
Disclosed history1.9 yrs1.8 yrs1.8 yrs
Holdings · top ten weight10 · 100%32 · 64%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.