Compare WDMF · IIND · VESG
WDMF, IIND and VESG hold 1,594 companies between them. None is in every one of them, and WDMF and VESG are the most alike: 52.7% 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
- Information Technology
- Financials
- Consumer Discretionary
- Industrials
- Health Care
- Everything else
- NVDANVIDIA CORPIn 2 of 3WDMF5.7%IINDnot heldVESG6.8%
- AAPLAPPLE INCIn 2 of 3WDMF5.1%IINDnot heldVESG6.1%
- MSFTMICROSOFT CORPIn 2 of 3WDMF3.9%IINDnot heldVESG5.0%
- HUVRHINDUSTAN UNILEVER LTDIn 1 of 3WDMFnot heldIIND4.3%VESGnot held
- MMMahindra & Mahindra LtdIn 1 of 3WDMFnot heldIIND4.2%VESGnot held
- DIXONDixon Technologies India LtdIn 1 of 3WDMFnot heldIIND4.1%VESGnot held
- INFOINFOSYS LTDIn 1 of 3WDMFnot heldIIND4.1%VESGnot held
- TCSTATA CONSULTANCY SERVICES LTDIn 1 of 3WDMFnot heldIIND4.1%VESGnot held
- PSYSPersistent Systems LtdIn 1 of 3WDMFnot heldIIND4.0%VESGnot held
- BAFBAJAJ FINANCE LTDIn 1 of 3WDMFnot heldIIND4.0%VESGnot 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 WDMF already gives you
- WDMF and VESG share 311 companies52.7%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- WDMF and IIND share 0 companies0.0%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- IIND and VESG 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.