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.
2 of 6 chosen
Add another Income fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Kotak FMP Series 113 (1094 Days) | SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days) |
|---|---|---|
| Kotak FMP Series 113 (1094 Days)Income | itself | Kotak FMP Series 113 (1094 Days) and SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days): no portfolio disclosed for Kotak FMP Series 113 (1094 Days) |
| SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days)Income | SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days) and Kotak FMP Series 113 (1094 Days): no portfolio disclosed for Kotak FMP Series 113 (1094 Days) | itself |
Kotak FMP Series 113 (1094 Days) 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.
Side by side
record, cost, returns, drawdown, size
| Measure | Kotak FMP Series 113 (1094 Days) | SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days) |
|---|---|---|
| Category | Income | Income |
| Fund house | Kotak Mahindra Asset Management Company Limited. | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 0% of 2 | 68% of 25 |
| Regular plan costs more than Direct by, a year P5 | 0.37% points | 0.14% points |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | not known | not known |
| 1-year return | 5.3% | 5.7% |
| 3 years p.a. | 7.7% | 7.3% |
| 5 years p.a. | — | 6.0% |
| Deepest fall (max drawdown) | not computed | −0.2% |
| Assets (AUM) | ₹0 Cr | ₹319 Cr |
| Disclosed history | — | 3.7 yrs |
| Holdings · top ten weight | none disclosed | 14 · 108% |
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.