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 CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index | HDFC BSE Sensex Index | UTI Nifty 50 Index |
|---|---|---|---|
| Edelweiss CRISIL IBX AAA Bond NBFC HFC Jun 2027 IndexIndex Funds | itself | Edelweiss CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index and HDFC BSE Sensex Index: no portfolio disclosed for Edelweiss CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index | Edelweiss CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index and UTI Nifty 50 Index: no portfolio disclosed for Edelweiss CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index |
| HDFC BSE Sensex IndexIndex Funds | HDFC BSE Sensex Index and Edelweiss CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index: no portfolio disclosed for Edelweiss CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index | itself | HDFC BSE Sensex Index and UTI Nifty 50 Index share 83% of their portfolios |
| UTI Nifty 50 IndexIndex Funds | UTI Nifty 50 Index and Edelweiss CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index: no portfolio disclosed for Edelweiss CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index | UTI Nifty 50 Index and HDFC BSE Sensex Index share 83% of their portfolios | itself |
Closest pair: HDFC BSE Sensex Index Fund and UTI Nifty 50 Index Fund share 83% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Edelweiss CRISIL IBX AAA Bond NBFC HFC Jun 2027 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 CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index | HDFC BSE Sensex Index | UTI Nifty 50 Index |
|---|---|---|---|
| Category | Index Funds | Index Funds | Index Funds |
| Fund house | Edelweiss Asset Management Limited | HDFC Asset Management Company Limited | UTI Asset Mgmt. Co. Ltd. |
| Share of three-year stretches it beat its category P4 | not measured | 50% of 109 | 79% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.21% points | not measured | 0.11% points |
| Portfolio turned over a year P1 | not measured | 31% | 32% |
| Run by P7 | not known | not known | Sharwan Kumar Goyal · 8.2 yrs |
| 1-year return | 6.6% | −8.3% | −6.3% |
| 3 years p.a. | — | 5.0% | 6.9% |
| 5 years p.a. | — | 5.7% | 6.9% |
| Deepest fall (max drawdown) | −0.2% | −16.1% | −15.5% |
| Assets (AUM) | ₹84 Cr | ₹8,625 Cr | ₹29,204 Cr |
| Disclosed history | — | 1.8 yrs | 12 yrs |
| Holdings · top ten weight | none disclosed | 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.