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.
5 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 | ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX | HDFC Nifty 50 Index | ICICI Prudential Nifty Next 50 Index | HDFC BSE Sensex Index | UTI Nifty 50 Index |
|---|---|---|---|---|---|
| ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEXIndex Funds | itself | ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX and HDFC Nifty 50 Index: no portfolio disclosed for ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX | ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX and ICICI Prudential Nifty Next 50 Index: no portfolio disclosed for ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX | ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX and HDFC BSE Sensex Index: no portfolio disclosed for ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX | ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX and UTI Nifty 50 Index: no portfolio disclosed for ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX |
| HDFC Nifty 50 IndexIndex Funds | HDFC Nifty 50 Index and ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX: no portfolio disclosed for ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX | itself | HDFC Nifty 50 Index and ICICI Prudential Nifty Next 50 Index share 0% of their portfolios | HDFC Nifty 50 Index and HDFC BSE Sensex Index share 83% of their portfolios | HDFC Nifty 50 Index and UTI Nifty 50 Index share 100% of their portfolios |
| ICICI Prudential Nifty Next 50 IndexIndex Funds | ICICI Prudential Nifty Next 50 Index and ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX: no portfolio disclosed for ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX | ICICI Prudential Nifty Next 50 Index and HDFC Nifty 50 Index share 0% of their portfolios | itself | ICICI Prudential Nifty Next 50 Index and HDFC BSE Sensex Index share 0% of their portfolios | ICICI Prudential Nifty Next 50 Index and UTI Nifty 50 Index share 0% of their portfolios |
| HDFC BSE Sensex IndexIndex Funds | HDFC BSE Sensex Index and ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX: no portfolio disclosed for ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX | HDFC BSE Sensex Index and HDFC Nifty 50 Index share 83% of their portfolios | HDFC BSE Sensex Index and ICICI Prudential Nifty Next 50 Index share 0% of their portfolios | itself | HDFC BSE Sensex Index and UTI Nifty 50 Index share 83% of their portfolios |
| UTI Nifty 50 IndexIndex Funds | UTI Nifty 50 Index and ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX: no portfolio disclosed for ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX | UTI Nifty 50 Index and HDFC Nifty 50 Index share 100% of their portfolios | UTI Nifty 50 Index and ICICI Prudential Nifty Next 50 Index share 0% of their portfolios | UTI Nifty 50 Index and HDFC BSE Sensex Index share 83% of their portfolios | itself |
Closest pair: HDFC Nifty 50 Index Fund and UTI Nifty 50 Index Fund share 100% of their portfolios. Holding both is closer to holding one twice than to diversifying.
ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 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 | ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX | HDFC Nifty 50 Index | ICICI Prudential Nifty Next 50 Index | HDFC BSE Sensex Index | UTI Nifty 50 Index |
|---|---|---|---|---|---|
| Category | Index Funds | Index Funds | Index Funds | Index Funds | Index Funds |
| Fund house | Angel One Asset Management Company Limited | HDFC Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | HDFC Asset Management Company Limited | UTI Asset Mgmt. Co. Ltd. |
| Share of three-year stretches it beat its category P4 | not measured | 50% of 109 | 51% of 109 | 50% of 109 | 79% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | not measured | 0.46% points | not measured | 0.11% points |
| Portfolio turned over a year P1 | not measured | 32% | 58% | 31% | 32% |
| Run by P7 | not known | not known | Nishit Patel · 5.7 yrs | not known | Sharwan Kumar Goyal · 8.2 yrs |
| 1-year return | — | −6.5% | 3.5% | −8.3% | −6.3% |
| 3 years p.a. | — | 6.7% | 17.2% | 5.0% | 6.9% |
| 5 years p.a. | — | 6.7% | 11.7% | 5.7% | 6.9% |
| Deepest fall (max drawdown) | −12.8% | −15.6% | −26.7% | −16.1% | −15.5% |
| Assets (AUM) | ₹34 Cr | ₹24,138 Cr | ₹10,132 Cr | ₹8,625 Cr | ₹29,204 Cr |
| Disclosed history | — | 1.8 yrs | 10 yrs | 1.8 yrs | 12 yrs |
| Holdings · top ten weight | none disclosed | 52 · 53% | 52 · 34% | 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.