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.
4 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 | ICICI Prudential Nifty Next 50 Index | HDFC BSE Sensex 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 | Edelweiss CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index and ICICI Prudential Nifty Next 50 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 HDFC BSE Sensex 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 | SBI NIFTY INDEX and ICICI Prudential Nifty Next 50 Index share 0% of their portfolios | SBI NIFTY INDEX and HDFC BSE Sensex Index share 83% of their portfolios |
| ICICI Prudential Nifty Next 50 IndexIndex Funds | ICICI Prudential Nifty Next 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 | ICICI Prudential Nifty Next 50 Index and SBI NIFTY INDEX share 0% of their portfolios | itself | ICICI Prudential Nifty Next 50 Index and HDFC BSE Sensex Index share 0% of their portfolios |
| 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 | HDFC BSE Sensex Index and SBI NIFTY INDEX share 83% of their portfolios | HDFC BSE Sensex Index and ICICI Prudential Nifty Next 50 Index share 0% of their portfolios | itself |
Closest pair: SBI NIFTY INDEX FUND and HDFC BSE Sensex 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 | SBI NIFTY INDEX | ICICI Prudential Nifty Next 50 Index | HDFC BSE Sensex Index |
|---|---|---|---|---|
| Category | Index Funds | Index Funds | Index Funds | Index Funds |
| Fund house | Edelweiss Asset Management Limited | SBI Funds Management Limited | ICICI Prudential Asset Management Company Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | not measured | 53% of 109 | 51% of 109 | 50% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.21% points | 0.41% points | 0.46% points | not measured |
| Portfolio turned over a year P1 | not measured | 32% | 58% | 31% |
| Run by P7 | not known | Viral Chhadva · 7 mo | Nishit Patel · 5.7 yrs | not known |
| 1-year return | 6.6% | −6.3% | 3.5% | −8.3% |
| 3 years p.a. | — | 6.8% | 17.2% | 5.0% |
| 5 years p.a. | — | 6.9% | 11.7% | 5.7% |
| Deepest fall (max drawdown) | −0.2% | −15.5% | −26.7% | −16.1% |
| Assets (AUM) | ₹84 Cr | ₹13,913 Cr | ₹10,132 Cr | ₹8,625 Cr |
| Disclosed history | — | 5.8 yrs | 10 yrs | 1.8 yrs |
| Holdings · top ten weight | none disclosed | 53 · 53% | 52 · 34% | 32 · 64% |
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.