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.
Overlap
share of the portfolio the two funds hold in common
| SBI GILT | Bandhan Gilt | |
|---|---|---|
| SBI GILT | itself | 0% |
| Bandhan Gilt | 0% | itself |
Most alike: SBI GILT FUND and Bandhan Gilt Fund share 0% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | SBI GILT | Bandhan Gilt |
|---|---|---|
| Category | Gilt | Gilt |
| Share of three-year stretches it beat its category P4 | 97% of 109 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.53% | 0.68% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Sudhir Agarwal · ≥ 3 mo | Suyash Choudhary · ≥ 2.8 yrs |
| 1-year return | 4.0% | 7.6% |
| 3 years p.a. | 6.6% | 7.9% |
| 5 years p.a. | 6.3% | 6.4% |
| Deepest fall (max drawdown) | −3.2% | −4.1% |
| Assets (AUM) | ₹8,304 Cr | ₹1,971 Cr |
| Disclosed history | 9 mo | 4.9 yrs |
| Holdings · top ten weight | 17 · 94% | 5 · 100% |
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.