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 | HDFC Nifty India Digital Index | SBI NIFTY INDEX |
|---|---|---|
| HDFC Nifty India Digital IndexIndex Funds | itself | HDFC Nifty India Digital Index and SBI NIFTY INDEX share 16% of their portfolios |
| SBI NIFTY INDEXIndex Funds | SBI NIFTY INDEX and HDFC Nifty India Digital Index share 16% of their portfolios | itself |
Closest pair: HDFC Nifty India Digital Index Fund and SBI NIFTY INDEX FUND share 16% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
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 | HDFC Nifty India Digital Index | SBI NIFTY INDEX |
|---|---|---|
| Category | Index Funds | Index Funds |
| Fund house | HDFC Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | not measured | 53% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.44% points | 0.41% points |
| Portfolio turned over a year P1 | 49% | 32% |
| Run by P7 | not known | Viral Chhadva · 7 mo |
| 1-year return | −6.2% | −6.3% |
| 3 years p.a. | — | 6.8% |
| 5 years p.a. | — | 6.9% |
| Deepest fall (max drawdown) | −27.6% | −15.5% |
| Assets (AUM) | ₹157 Cr | ₹13,913 Cr |
| Disclosed history | 1.8 yrs | 5.8 yrs |
| Holdings · top ten weight | 53 · 62% | 53 · 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.