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 the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.

6 of 6 chosen

  • ICICI Prudential Fixed Maturity Plan - Series 82 - 1236 Days Plan AIncome×
  • 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 49 (1823 Days)Income×
  • BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS)Income×
  • Nippon India Small Cap FundSmall Cap×

Overlap

share of the portfolio the two funds hold in common

each fundagainst each otherICICI Prudential Fixed Maturity Plan - Series 82 - 1236 Days Plan ASBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days)ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan ISBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days)BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS)Nippon India Small Cap
ICICI Prudential Fixed Maturity Plan - Series 82 - 1236 Days Plan AIncome
itself
ICICI Prudential Fixed Maturity Plan - Series 82 - 1236 Days Plan A and SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) share 0% of their portfolios
ICICI Prudential Fixed Maturity Plan - Series 82 - 1236 Days Plan A and ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I share 0% of their portfolios
ICICI Prudential Fixed Maturity Plan - Series 82 - 1236 Days Plan A and SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) share 0% of their portfolios
ICICI Prudential Fixed Maturity Plan - Series 82 - 1236 Days Plan A and BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) share 0% of their portfolios
ICICI Prudential Fixed Maturity Plan - Series 82 - 1236 Days Plan A and Nippon India Small Cap 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 82 - 1236 Days Plan A share 0% of their portfolios
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 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 Nippon India Small Cap 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 82 - 1236 Days Plan A share 0% of their portfolios
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 49 (1823 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
ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I and Nippon India Small Cap 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 82 - 1236 Days Plan A 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 ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I 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 Nippon India Small Cap 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 82 - 1236 Days Plan A share 0% 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 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 49 (1823 Days) share 0% of their portfolios
itself
BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) and Nippon India Small Cap share 0% of their portfolios
Nippon India Small CapSmall Cap
Nippon India Small Cap and ICICI Prudential Fixed Maturity Plan - Series 82 - 1236 Days Plan A share 0% of their portfolios
Nippon India Small Cap and SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) share 0% of their portfolios
Nippon India Small Cap and ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I share 0% of their portfolios
Nippon India Small Cap and SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) share 0% of their portfolios
Nippon India Small Cap 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.

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 82 - 1236 Days Plan ASBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days)ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan ISBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days)BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS)Nippon India Small Cap
CategoryIncomeIncomeIncomeIncomeIncomeSmall Cap
Fund houseICICI Prudential Asset Management Company LimitedSBI Funds Management LimitedICICI Prudential Asset Management Company LimitedSBI Funds Management LimitedBandhan AMC LimitedNippon Life India Asset Management Limited
Share of three-year stretches it beat its category P40% of 574% of 2364% of 5564% of 2565% of 5590% of 109
Regular plan costs more than Direct by, a year P50.08% points0.12% points0.20% points0.14% points0.27% points1.10% points
Portfolio turned over a year P1not measurednot measurednot measurednot measurednot measured68%
Run by P7not knownnot knownnot knownnot knownnot knownSamir Rachh · 9.6 yrs
1-year return5.1%5.8%5.7%5.8%5.7%8.9%
3 years p.a.7.8%7.3%7.6%7.3%7.7%16.1%
5 years p.a.——6.6%6.2%6.6%19.0%
Deepest fall (max drawdown)not computed−0.2%−1.0%−0.2%−1.1%−24.2%
Assets (AUM)₹27 Cr₹330 Cr₹485 Cr₹418 Cr₹367 Cr₹76,236 Cr
Disclosed history2.4 yrs3.7 yrs7.0 yrs3.6 yrs4.9 yrs14 yrs
Holdings · top ten weight11 · 99%20 · 92%31 · 74%6 · 100%30 · 87%257 · 16%

Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.