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 | Edelweiss CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index | SBI NIFTY INDEX |
|---|---|---|
| Edelweiss CRISIL IBX AAA Bond NBFC HFC Jun 2027 IndexIndex Funds | itself | Edelweiss CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index and SBI NIFTY INDEX: no portfolio disclosed for Edelweiss CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index |
| SBI NIFTY INDEXIndex Funds | SBI NIFTY 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 |
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.
Side by side
record, cost, returns, drawdown, size
| Measure | Edelweiss CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index | SBI NIFTY INDEX |
|---|---|---|
| Category | Index Funds | Index Funds |
| Fund house | Edelweiss Asset Management 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 | 0.21% points | 0.41% points |
| Portfolio turned over a year P1 | not measured | 32% |
| Run by P7 | not known | Viral Chhadva · 7 mo |
| 1-year return | 6.6% | −6.3% |
| 3 years p.a. | — | 6.8% |
| 5 years p.a. | — | 6.9% |
| Deepest fall (max drawdown) | −0.2% | −15.5% |
| Assets (AUM) | ₹84 Cr | ₹13,913 Cr |
| Disclosed history | — | 5.8 yrs |
| Holdings · top ten weight | none disclosed | 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.