Compare IFRA · IIND · VISM
IFRA, IIND and VISM hold 3,792 companies between them. None is in every one of them, and IFRA and VISM are the most alike: 1.9% of each is the same companies.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Industrials
- Utilities
- Consumer Discretionary
- Financials
- Information Technology
- Everything else
- AENAAENA SME SAIn 1 of 3IFRA5.1%IINDnot heldVISMnot held
- TCLTRANSURBAN GROUPIn 1 of 3IFRA4.9%IINDnot heldVISMnot held
- NEENEXTERA ENERGY INCIn 1 of 3IFRA4.8%IINDnot heldVISMnot held
- HUVRHINDUSTAN UNILEVER LTDIn 1 of 3IFRAnot heldIIND4.3%VISMnot held
- MMMahindra & Mahindra LtdIn 1 of 3IFRAnot heldIIND4.2%VISMnot held
- DIXONDixon Technologies India LtdIn 1 of 3IFRAnot heldIIND4.1%VISMnot held
- INFOINFOSYS LTDIn 1 of 3IFRAnot heldIIND4.1%VISMnot held
- TCSTATA CONSULTANCY SERVICES LTDIn 1 of 3IFRAnot heldIIND4.1%VISMnot held
- PSYSPersistent Systems LtdIn 1 of 3IFRAnot heldIIND4.0%VISMnot held
- BAFBAJAJ FINANCE LTDIn 1 of 3IFRAnot heldIIND4.0%VISMnot held
What each fund is in
Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.
What IFRA already gives you
- IFRA and VISM share 53 companies1.9%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- IFRA and IIND share 0 companies0.0%
- IIND and VISM share 0 companies0.0%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.
What each fund changed
Reading the holdings history…
Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.