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 78 - 95 Days Plan KIncome · no portfolio disclosed×
  • SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days)Income×
  • SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days)Income×
  • BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS)Income×
  • SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days)Income×
  • SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days)Income×

Overlap

share of the portfolio the two funds hold in common

each fundagainst each otherICICI Prudential Fixed Maturity Plan - Series 78 - 95 Days Plan KSBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days)SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days)BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS)SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days)SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days)
ICICI Prudential Fixed Maturity Plan - Series 78 - 95 Days Plan KIncome
itself
ICICI Prudential Fixed Maturity Plan - Series 78 - 95 Days Plan K and SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days): no portfolio disclosed for ICICI Prudential Fixed Maturity Plan - Series 78 - 95 Days Plan K
ICICI Prudential Fixed Maturity Plan - Series 78 - 95 Days Plan K and SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days): no portfolio disclosed for ICICI Prudential Fixed Maturity Plan - Series 78 - 95 Days Plan K
ICICI Prudential Fixed Maturity Plan - Series 78 - 95 Days Plan K and BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS): no portfolio disclosed for ICICI Prudential Fixed Maturity Plan - Series 78 - 95 Days Plan K
ICICI Prudential Fixed Maturity Plan - Series 78 - 95 Days Plan K and SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days): no portfolio disclosed for ICICI Prudential Fixed Maturity Plan - Series 78 - 95 Days Plan K
ICICI Prudential Fixed Maturity Plan - Series 78 - 95 Days Plan K and SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days): no portfolio disclosed for ICICI Prudential Fixed Maturity Plan - Series 78 - 95 Days Plan K
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 78 - 95 Days Plan K: no portfolio disclosed for ICICI Prudential Fixed Maturity Plan - Series 78 - 95 Days Plan K
itself
SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) and SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) share 0% 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 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 51 (1846 Days) share 13% of their portfolios
SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days)Income
SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) and ICICI Prudential Fixed Maturity Plan - Series 78 - 95 Days Plan K: no portfolio disclosed for ICICI Prudential Fixed Maturity Plan - Series 78 - 95 Days Plan K
SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) and SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) share 0% of their portfolios
itself
SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) and BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) share 0% of their portfolios
SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) and SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) share 0% of their portfolios
SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) and SBI Fixed Maturity Plan (FMP) - Series 51 (1846 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 78 - 95 Days Plan K: no portfolio disclosed for ICICI Prudential Fixed Maturity Plan - Series 78 - 95 Days Plan K
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 49 (1823 Days) share 0% of their portfolios
itself
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 SBI Fixed Maturity Plan (FMP) - Series 51 (1846 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 78 - 95 Days Plan K: no portfolio disclosed for ICICI Prudential Fixed Maturity Plan - Series 78 - 95 Days Plan K
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 49 (1823 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
itself
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 51 (1846 Days)Income
SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days) and ICICI Prudential Fixed Maturity Plan - Series 78 - 95 Days Plan K: no portfolio disclosed for ICICI Prudential Fixed Maturity Plan - Series 78 - 95 Days Plan K
SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days) and SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) share 13% of their portfolios
SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days) and SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) share 0% of their portfolios
SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days) and BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) 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
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.

ICICI Prudential Fixed Maturity Plan - Series 78 - 95 Days Plan K 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 78 - 95 Days Plan KSBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days)SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days)BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS)SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days)SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days)
CategoryIncomeIncomeIncomeIncomeIncomeIncome
Fund houseICICI Prudential Asset Management Company LimitedSBI Funds Management LimitedSBI Funds Management LimitedBandhan AMC LimitedSBI Funds Management LimitedSBI Funds Management Limited
Share of three-year stretches it beat its category P4not measured74% of 2364% of 2565% of 5589% of 1968% of 25
Regular plan costs more than Direct by, a year P5not measured0.12% points0.14% points0.27% points0.12% points0.14% points
Portfolio turned over a year P1not measurednot measurednot measurednot measurednot measurednot measured
Run by P7not knownnot knownnot knownnot knownnot knownnot known
1-year return—5.8%5.8%5.7%6.0%5.7%
3 years p.a.—7.3%7.3%7.7%7.5%7.3%
5 years p.a.——6.2%6.6%—6.0%
Deepest fall (max drawdown)not computed−0.2%−0.2%−1.1%−0.4%−0.2%
Assets (AUM)₹43 Cr₹330 Cr₹418 Cr₹367 Cr₹358 Cr₹319 Cr
Disclosed history—3.7 yrs3.6 yrs4.9 yrs3.7 yrs3.7 yrs
Holdings · top ten weightnone disclosed20 · 92%6 · 100%30 · 87%26 · 75%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.