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.
5 of 6 chosen
- Kotak FMP Series 148 (388 Days)Income · no portfolio disclosed×
- SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days)Income×
- ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan IIncome×
- SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days)Income×
- SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days)Income×
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 148 (388 Days) | SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) | ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I | SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) | SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days) |
|---|---|---|---|---|---|
| Kotak FMP Series 148 (388 Days)Income | itself | Kotak FMP Series 148 (388 Days) and SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days): no portfolio disclosed for Kotak FMP Series 148 (388 Days) | Kotak FMP Series 148 (388 Days) and ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I: no portfolio disclosed for Kotak FMP Series 148 (388 Days) | Kotak FMP Series 148 (388 Days) and SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days): no portfolio disclosed for Kotak FMP Series 148 (388 Days) | Kotak FMP Series 148 (388 Days) and SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days): no portfolio disclosed for Kotak FMP Series 148 (388 Days) |
| SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days)Income | SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) and Kotak FMP Series 148 (388 Days): no portfolio disclosed for Kotak FMP Series 148 (388 Days) | itself | 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 | SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) and SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) share 1% of their portfolios | SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) and SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days) share 6% 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 Kotak FMP Series 148 (388 Days): no portfolio disclosed for Kotak FMP Series 148 (388 Days) | 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 | itself | ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I and SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) share 0% of their portfolios | ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I and SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days) share 0% of their portfolios |
| SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days)Income | SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) and Kotak FMP Series 148 (388 Days): no portfolio disclosed for Kotak FMP Series 148 (388 Days) | SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) and SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) share 1% of their portfolios | SBI Fixed Maturity Plan (FMP) - Series 61 (1927 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 61 (1927 Days) and SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days) share 1% of their portfolios |
| SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days)Income | SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days) and Kotak FMP Series 148 (388 Days): no portfolio disclosed for Kotak FMP Series 148 (388 Days) | SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days) and SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) share 6% of their portfolios | SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days) and ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I share 0% of their portfolios | SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days) and SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) share 1% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) and SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days), share 6%. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what you wanted.
Kotak FMP Series 148 (388 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.
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
| Measure | Kotak FMP Series 148 (388 Days) | SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) | ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I | SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) | SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days) |
|---|---|---|---|---|---|
| Category | Income | Income | Income | Income | Income |
| Fund house | Kotak Mahindra Asset Management Company Limited. | SBI Funds Management Limited | ICICI Prudential Asset Management Company Limited | SBI Funds Management Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | not measured | 74% of 23 | 64% of 55 | 89% of 19 | 77% of 22 |
| Regular plan costs more than Direct by, a year P5 | 0.09% points | 0.12% points | 0.20% points | 0.12% points | 0.12% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured | not measured | not measured |
| Run by P7 | not known | not known | not known | not known | not known |
| 1-year return | 8.0% | 5.8% | 5.7% | 6.0% | 5.9% |
| 3 years p.a. | — | 7.3% | 7.6% | 7.5% | 7.4% |
| 5 years p.a. | — | — | 6.6% | — | — |
| Deepest fall (max drawdown) | not computed | −0.2% | −1.0% | −0.4% | −0.2% |
| Assets (AUM) | ₹1 Cr | ₹330 Cr | ₹485 Cr | ₹358 Cr | ₹275 Cr |
| Disclosed history | — | 3.7 yrs | 7.0 yrs | 3.7 yrs | 3.7 yrs |
| Holdings · top ten weight | none disclosed | 20 · 92% | 31 · 74% | 26 · 75% | 19 · 93% |
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.