Compare IFRA · NDIA · GOAT
IFRA, NDIA and GOAT hold 338 companies between them. None is in every one of them, and IFRA and GOAT are the most alike: 1.7% 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
- Utilities
- Financials
- Information Technology
- Industrials
- Energy
- Everything else
- HDFCBHDFC BANK LTDIn 1 of 3IFRAnot heldNDIA10.6%GOATnot held
- ICICIBCICICI BANK LTDIn 1 of 3IFRAnot heldNDIA8.9%GOATnot held
- RELIANCERELIANCE INDUSTRIES LTDIn 1 of 3IFRAnot heldNDIA7.8%GOATnot held
- NVDANVIDIA CORPIn 1 of 3IFRAnot heldNDIAnot heldGOAT5.2%
- BHARTIBHARTI AIRTEL LTDIn 1 of 3IFRAnot heldNDIA5.2%GOATnot held
- AAPLAPPLE INCIn 1 of 3IFRAnot heldNDIAnot heldGOAT5.1%
- AENAAENA SME SAIn 1 of 3IFRA5.1%NDIAnot heldGOATnot held
- MSFTMICROSOFT CORPIn 1 of 3IFRAnot heldNDIAnot heldGOAT4.9%
- GOOGLALPHABET INC-AIn 1 of 3IFRAnot heldNDIAnot heldGOAT4.9%
- TCLTRANSURBAN GROUPIn 1 of 3IFRA4.9%NDIAnot heldGOATnot 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 GOAT share 4 companies1.7%
- IFRA and NDIA share 0 companies0.0%
- NDIA and GOAT share 0 companies0.0%
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.