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 | Aditya Birla Sun Life Crisil-IBX Financial Services 9-12 Months Debt Index | UTI Nifty 50 Index | HDFC BSE Sensex Index | HDFC Nifty 50 Index |
|---|---|---|---|---|
| Aditya Birla Sun Life Crisil-IBX Financial Services 9-12 Months Debt IndexIndex Funds | itself | Aditya Birla Sun Life Crisil-IBX Financial Services 9-12 Months Debt Index and UTI Nifty 50 Index share 0% of their portfolios | Aditya Birla Sun Life Crisil-IBX Financial Services 9-12 Months Debt Index and HDFC BSE Sensex Index share 0% of their portfolios | Aditya Birla Sun Life Crisil-IBX Financial Services 9-12 Months Debt Index and HDFC Nifty 50 Index share 0% of their portfolios |
| UTI Nifty 50 IndexIndex Funds | UTI Nifty 50 Index and Aditya Birla Sun Life Crisil-IBX Financial Services 9-12 Months Debt Index share 0% of their portfolios | itself | UTI Nifty 50 Index and HDFC BSE Sensex Index share 83% of their portfolios | UTI Nifty 50 Index and HDFC Nifty 50 Index share 100% of their portfolios |
| HDFC BSE Sensex IndexIndex Funds | HDFC BSE Sensex Index and Aditya Birla Sun Life Crisil-IBX Financial Services 9-12 Months Debt Index share 0% of their portfolios | HDFC BSE Sensex Index and UTI Nifty 50 Index share 83% 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 Financial Services 9-12 Months Debt Index share 0% of their portfolios | HDFC Nifty 50 Index and UTI Nifty 50 Index share 100% of their portfolios | HDFC Nifty 50 Index and HDFC BSE Sensex Index share 83% of their portfolios | itself |
Closest pair: UTI Nifty 50 Index Fund and HDFC Nifty 50 Index Fund share 100% 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
| Measure | Aditya Birla Sun Life Crisil-IBX Financial Services 9-12 Months Debt Index | UTI Nifty 50 Index | HDFC BSE Sensex Index | HDFC Nifty 50 Index |
|---|---|---|---|---|
| Category | Index Funds | Index Funds | Index Funds | Index Funds |
| Fund house | Aditya Birla Sun Life AMC Limited | UTI Asset Mgmt. Co. Ltd. | HDFC Asset Management Company Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | not measured | 79% of 109 | 50% of 109 | 50% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.21% points | 0.11% points | not measured | not measured |
| Portfolio turned over a year P1 | not measured | 32% | 31% | 32% |
| Run by P7 | not known | Sharwan Kumar Goyal · 8.2 yrs | not known | not known |
| 1-year return | 6.4% | −6.3% | −8.3% | −6.5% |
| 3 years p.a. | — | 6.9% | 5.0% | 6.7% |
| 5 years p.a. | — | 6.9% | 5.7% | 6.7% |
| Deepest fall (max drawdown) | −0.3% | −15.5% | −16.1% | −15.6% |
| Assets (AUM) | ₹1,099 Cr | ₹29,204 Cr | ₹8,625 Cr | ₹24,138 Cr |
| Disclosed history | 1.5 yrs | 12 yrs | 1.8 yrs | 1.8 yrs |
| Holdings · top ten weight | 31 · 64% | 52 · 53% | 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.