ANVESHAN Create account

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.

4 of 6 chosen

  • ICICI Prudential Fixed Maturity Plan-Series 73-378 Days Plan OIncome×
  • ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan IIncome×
  • SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days)Income×
  • BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS)Income×

Overlap

share of the portfolio the two funds hold in common

each fundagainst each otherICICI Prudential Fixed Maturity Plan-Series 73-378 Days Plan OICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan ISBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days)BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS)
ICICI Prudential Fixed Maturity Plan-Series 73-378 Days Plan OIncome
itself
ICICI Prudential Fixed Maturity Plan-Series 73-378 Days Plan O and ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I share 0% of their portfolios
ICICI Prudential Fixed Maturity Plan-Series 73-378 Days Plan O and SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) share 0% of their portfolios
ICICI Prudential Fixed Maturity Plan-Series 73-378 Days Plan O and BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) share 0% of their portfolios
ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan IIncome
ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I and ICICI Prudential Fixed Maturity Plan-Series 73-378 Days Plan O share 0% of their portfolios
itself
ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I and SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) share 0% of their portfolios
ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I and BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) share 33% of their portfolios
SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days)Income
SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) and ICICI Prudential Fixed Maturity Plan-Series 73-378 Days Plan O share 0% of their portfolios
SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) and ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I share 0% of their portfolios
itself
SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) and BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) share 0% of their portfolios
BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS)Income
BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) and ICICI Prudential Fixed Maturity Plan-Series 73-378 Days Plan O share 0% of their portfolios
BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) and ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I share 33% of their portfolios
BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) and SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) share 0% of their portfolios
itself

Closest pair: ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I and BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) share 33% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.

Read a cell as: of everything the two funds hold, this much is the same holding at the same weight. It is symmetric — the pair above the diagonal and the pair below it are one number shown twice. A pair at 0% holds nothing in common, which is a real answer, and often the useful one.

Side by side

record, cost, returns, drawdown, size

MeasureICICI Prudential Fixed Maturity Plan-Series 73-378 Days Plan OICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan ISBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days)BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS)
CategoryIncomeIncomeIncomeIncome
Fund houseICICI Prudential Asset Management Company LimitedICICI Prudential Asset Management Company LimitedSBI Funds Management LimitedBandhan AMC Limited
Share of three-year stretches it beat its category P418% of 1164% of 5574% of 2365% of 55
Regular plan costs more than Direct by, a year P50.13% points0.20% points0.12% points0.27% points
Portfolio turned over a year P1not measurednot measurednot measurednot measured
Run by P7not knownnot knownnot knownnot known
1-year return6.9%5.7%5.8%5.7%
3 years p.a.7.7%7.6%7.3%7.7%
5 years p.a.—6.6%—6.6%
Deepest fall (max drawdown)not computed−1.0%−0.2%−1.1%
Assets (AUM)₹0 Cr₹485 Cr₹330 Cr₹367 Cr
Disclosed history2.2 yrs7.0 yrs3.7 yrs4.9 yrs
Holdings · top ten weight2 · 100%31 · 74%20 · 92%30 · 87%

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.