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.

6 of 6 chosen

  • ICICI Prudential Fixed Maturity Plan-Series 73-369 Days Plan SIncome×
  • SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days)Income×
  • HDFC FMP 1861D March 2022Income · no portfolio disclosed×
  • SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days)Income×
  • SBI Fixed Maturity Plan (FMP) - Series 51 (1846 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 73-369 Days Plan SSBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days)HDFC FMP 1861D March 2022SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days)SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days)BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS)
ICICI Prudential Fixed Maturity Plan-Series 73-369 Days Plan SIncome
itself
ICICI Prudential Fixed Maturity Plan-Series 73-369 Days Plan S and SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) share 0% of their portfolios
ICICI Prudential Fixed Maturity Plan-Series 73-369 Days Plan S and HDFC FMP 1861D March 2022: no portfolio disclosed for HDFC FMP 1861D March 2022
ICICI Prudential Fixed Maturity Plan-Series 73-369 Days Plan S and SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) share 0% of their portfolios
ICICI Prudential Fixed Maturity Plan-Series 73-369 Days Plan S and SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days) share 0% of their portfolios
ICICI Prudential Fixed Maturity Plan-Series 73-369 Days Plan S and BANDHAN FIXED TERM PLAN SERIES - 179 (3652 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 ICICI Prudential Fixed Maturity Plan-Series 73-369 Days Plan S share 0% of their portfolios
itself
SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) and HDFC FMP 1861D March 2022: no portfolio disclosed for HDFC FMP 1861D March 2022
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 SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days) share 0% of their portfolios
SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) and BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) share 0% of their portfolios
HDFC FMP 1861D March 2022Income
HDFC FMP 1861D March 2022 and ICICI Prudential Fixed Maturity Plan-Series 73-369 Days Plan S: no portfolio disclosed for HDFC FMP 1861D March 2022
HDFC FMP 1861D March 2022 and SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days): no portfolio disclosed for HDFC FMP 1861D March 2022
itself
HDFC FMP 1861D March 2022 and SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days): no portfolio disclosed for HDFC FMP 1861D March 2022
HDFC FMP 1861D March 2022 and SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days): no portfolio disclosed for HDFC FMP 1861D March 2022
HDFC FMP 1861D March 2022 and BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS): no portfolio disclosed for HDFC FMP 1861D March 2022
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 73-369 Days Plan S 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 HDFC FMP 1861D March 2022: no portfolio disclosed for HDFC FMP 1861D March 2022
itself
SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) and SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days) share 13% of their portfolios
SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) and BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) share 0% of their portfolios
SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days)Income
SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days) and ICICI Prudential Fixed Maturity Plan-Series 73-369 Days Plan S share 0% of their portfolios
SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days) and SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) share 0% of their portfolios
SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days) and HDFC FMP 1861D March 2022: no portfolio disclosed for HDFC FMP 1861D March 2022
SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days) and SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) share 13% of their portfolios
itself
SBI Fixed Maturity Plan (FMP) - Series 51 (1846 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 73-369 Days Plan S share 0% of their portfolios
BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) and SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) share 0% of their portfolios
BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) and HDFC FMP 1861D March 2022: no portfolio disclosed for HDFC FMP 1861D March 2022
BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) and SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) share 0% of their portfolios
BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) and SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days) share 0% of their portfolios
itself

Closest pair: SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) and SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days) share 13% 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.

HDFC FMP 1861D March 2022 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

MeasureICICI Prudential Fixed Maturity Plan-Series 73-369 Days Plan SSBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days)HDFC FMP 1861D March 2022SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days)SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days)BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS)
CategoryIncomeIncomeIncomeIncomeIncomeIncome
Fund houseICICI Prudential Asset Management Company LimitedSBI Funds Management LimitedHDFC Asset Management Company LimitedSBI Funds Management LimitedSBI Funds Management LimitedBandhan AMC Limited
Share of three-year stretches it beat its category P436% of 1189% of 1989% of 1974% of 2368% of 2565% of 55
Regular plan costs more than Direct by, a year P50.10% points0.12% points0.17% points0.12% points0.14% points0.27% points
Portfolio turned over a year P1not measurednot measurednot measurednot measurednot measurednot measured
Run by P7not knownnot knownnot knownnot knownnot knownnot known
1-year return7.1%6.0%6.0%5.8%5.7%5.7%
3 years p.a.7.7%7.5%7.5%7.3%7.3%7.7%
5 years p.a.————6.0%6.6%
Deepest fall (max drawdown)not computed−0.4%−0.3%−0.2%−0.2%−1.1%
Assets (AUM)₹2 Cr₹358 Cr₹500 Cr₹330 Cr₹319 Cr₹367 Cr
Disclosed history2.2 yrs3.7 yrs—3.7 yrs3.7 yrs4.9 yrs
Holdings · top ten weight2 · 100%26 · 75%none disclosed20 · 92%14 · 108%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.