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 - 1130 Days Plan TIncome×
  • ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan IIncome×
  • SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days)Income×
  • HDFC FMP 1861D March 2022Income · no portfolio disclosed×
  • BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS)Income×
  • SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days)Income×

Overlap

share of the portfolio the two funds hold in common

each fundagainst each otherICICI Prudential Fixed Maturity Plan - Series 78 - 1130 Days Plan TICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan ISBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days)HDFC FMP 1861D March 2022BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS)SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days)
ICICI Prudential Fixed Maturity Plan - Series 78 - 1130 Days Plan TIncome
itself
ICICI Prudential Fixed Maturity Plan - Series 78 - 1130 Days Plan T and ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I share 0% of their portfolios
ICICI Prudential Fixed Maturity Plan - Series 78 - 1130 Days Plan T and SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) share 0% of their portfolios
ICICI Prudential Fixed Maturity Plan - Series 78 - 1130 Days Plan T and HDFC FMP 1861D March 2022: no portfolio disclosed for HDFC FMP 1861D March 2022
ICICI Prudential Fixed Maturity Plan - Series 78 - 1130 Days Plan T and BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) share 0% of their portfolios
ICICI Prudential Fixed Maturity Plan - Series 78 - 1130 Days Plan T and SBI Fixed Maturity Plan (FMP) - Series 49 (1823 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 78 - 1130 Days Plan T 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 HDFC FMP 1861D March 2022: no portfolio disclosed for HDFC FMP 1861D March 2022
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
ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I and SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) share 0% 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 78 - 1130 Days Plan T 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 HDFC FMP 1861D March 2022: no portfolio disclosed for HDFC FMP 1861D March 2022
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 49 (1823 Days) share 0% of their portfolios
HDFC FMP 1861D March 2022Income
HDFC FMP 1861D March 2022 and ICICI Prudential Fixed Maturity Plan - Series 78 - 1130 Days Plan T: no portfolio disclosed for HDFC FMP 1861D March 2022
HDFC FMP 1861D March 2022 and ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I: no portfolio disclosed for HDFC FMP 1861D March 2022
HDFC FMP 1861D March 2022 and SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days): no portfolio disclosed for HDFC FMP 1861D March 2022
itself
HDFC FMP 1861D March 2022 and BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS): no portfolio disclosed for HDFC FMP 1861D March 2022
HDFC FMP 1861D March 2022 and SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days): no portfolio disclosed for HDFC FMP 1861D March 2022
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 - 1130 Days Plan T 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
BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) and HDFC FMP 1861D March 2022: no portfolio disclosed for HDFC FMP 1861D March 2022
itself
BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) and SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) share 0% 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 - 1130 Days Plan T share 0% of their portfolios
SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) and ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I share 0% of their portfolios
SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) and SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) share 0% of their portfolios
SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) and HDFC FMP 1861D March 2022: no portfolio disclosed for HDFC FMP 1861D March 2022
SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) and BANDHAN FIXED TERM PLAN SERIES - 179 (3652 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.

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 78 - 1130 Days Plan TICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan ISBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days)HDFC FMP 1861D March 2022BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS)SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days)
CategoryIncomeIncomeIncomeIncomeIncomeIncome
Fund houseICICI Prudential Asset Management Company LimitedICICI Prudential Asset Management Company LimitedSBI Funds Management LimitedHDFC Asset Management Company LimitedBandhan AMC LimitedSBI Funds Management Limited
Share of three-year stretches it beat its category P4100% of 264% of 5574% of 2389% of 1965% of 5564% of 25
Regular plan costs more than Direct by, a year P50.07% points0.20% points0.12% points0.17% points0.27% 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 return7.9%5.7%5.8%6.0%5.7%5.8%
3 years p.a.8.0%7.6%7.3%7.5%7.7%7.3%
5 years p.a.—6.6%——6.6%6.2%
Deepest fall (max drawdown)not computed−1.0%−0.2%−0.3%−1.1%−0.2%
Assets (AUM)₹35 Cr₹485 Cr₹330 Cr₹500 Cr₹367 Cr₹418 Cr
Disclosed history1.8 yrs7.0 yrs3.7 yrs—4.9 yrs3.6 yrs
Holdings · top ten weight17 · 86%31 · 74%20 · 92%none disclosed30 · 87%6 · 100%

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.