ANVESHAN
Theme
Create account

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.

2 of 6 pickedCompare

Overlap

share of the portfolio the two funds hold in common

Motilal Oswal BSE 1000 IndexSBI NIFTY INDEX
Motilal Oswal BSE 1000 Index
itself
52%
SBI NIFTY INDEX
52%
itself

Most alike: Motilal Oswal BSE 1000 Index Fund and SBI NIFTY INDEX FUND share 52% of their portfolios. Holding both is closer to holding one twice than to diversifying.

Side by side

record, cost, returns, drawdown, size

MeasureMotilal Oswal BSE 1000 IndexSBI NIFTY INDEX
CategoryIndex FundsIndex Funds
Share of three-year stretches it beat its category P4not measured53% of 109
Regular plan costs more than Direct by, a year P50.69%0.41%
Portfolio turned over a year P140%32%
Run by P7Dishant Mehta · 1.3 yrsViral Chhadva · 7 mo
1-year return−1.2%−6.3%
3 years p.a.6.8%
5 years p.a.6.9%
Deepest fall (max drawdown)−14.9%−15.5%
Assets (AUM)₹63 Cr₹13,913 Cr
Disclosed history1.3 yrs5.8 yrs
Holdings · top ten weight1006 · 28%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.