Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.
5 of 6 chosen
- Aditya Birla Sun Life Crisil-IBX Financial Services 9-12 Months Debt Index FundIndex Funds×
- SBI NIFTY INDEX FUNDIndex Funds×
- ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index FundIndex Funds×
- HDFC BSE Sensex Index FundIndex Funds×
- Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60 40 Index FundIndex Funds×
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 | SBI NIFTY INDEX | ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index | HDFC BSE Sensex Index | Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60 40 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 SBI NIFTY INDEX share 0% of their portfolios | Aditya Birla Sun Life Crisil-IBX Financial Services 9-12 Months Debt Index and ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 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 Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60 40 Index share 0% of their portfolios |
| SBI NIFTY INDEXIndex Funds | SBI NIFTY INDEX and Aditya Birla Sun Life Crisil-IBX Financial Services 9-12 Months Debt Index share 0% of their portfolios | itself | SBI NIFTY INDEX and ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index share 0% of their portfolios | SBI NIFTY INDEX and HDFC BSE Sensex Index share 83% of their portfolios | SBI NIFTY INDEX and Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60 40 Index share 0% of their portfolios |
| ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 IndexIndex Funds | ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index and Aditya Birla Sun Life Crisil-IBX Financial Services 9-12 Months Debt Index share 0% of their portfolios | ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index and SBI NIFTY INDEX share 0% of their portfolios | itself | ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index and HDFC BSE Sensex Index share 0% of their portfolios | ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index and Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60 40 Index share 0% 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 SBI NIFTY INDEX share 83% of their portfolios | HDFC BSE Sensex Index and ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index share 0% of their portfolios | itself | HDFC BSE Sensex Index and Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60 40 Index share 0% of their portfolios |
| Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60 40 IndexIndex Funds | Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60 40 Index and Aditya Birla Sun Life Crisil-IBX Financial Services 9-12 Months Debt Index share 0% of their portfolios | Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60 40 Index and SBI NIFTY INDEX share 0% of their portfolios | Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60 40 Index and ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index share 0% of their portfolios | Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60 40 Index and HDFC BSE Sensex 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.
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 | SBI NIFTY INDEX | ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index | HDFC BSE Sensex Index | Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60 40 Index |
|---|---|---|---|---|---|
| Category | Index Funds | Index Funds | Index Funds | Index Funds | Index Funds |
| Fund house | Aditya Birla Sun Life AMC Limited | SBI Funds Management Limited | ICICI Prudential Asset Management Company Limited | HDFC Asset Management Company Limited | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | not measured | 53% of 109 | 0% of 25 | 50% of 109 | 0% of 25 |
| Regular plan costs more than Direct by, a year P5 | 0.21% points | 0.41% points | 0.20% points | not measured | 0.16% points |
| Portfolio turned over a year P1 | not measured | 32% | not measured | 31% | not measured |
| Run by P7 | not known | Viral Chhadva · 7 mo | Darshil Dedhia · 2.7 yrs | not known | not known |
| 1-year return | 6.4% | −6.3% | 5.9% | −8.3% | 5.9% |
| 3 years p.a. | — | 6.8% | 7.5% | 5.0% | 7.2% |
| 5 years p.a. | — | 6.9% | 6.1% | 5.7% | 6.0% |
| Deepest fall (max drawdown) | −0.3% | −15.5% | −0.4% | −16.1% | −0.2% |
| Assets (AUM) | ₹1,099 Cr | ₹13,913 Cr | ₹8,096 Cr | ₹8,625 Cr | ₹7,225 Cr |
| Disclosed history | 1.5 yrs | 5.8 yrs | 5.0 yrs | 1.8 yrs | 5.0 yrs |
| Holdings · top ten weight | 31 · 64% | 53 · 53% | 90 · 48% | 32 · 64% | 41 · 66% |
Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.