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.

5 of 6 chosen

  • ICICI Prudential Fixed Maturity Plan - Series 83 - 193 Days Plan GIncome · no portfolio disclosed×
  • SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days)Income×
  • HDFC FMP 1861D March 2022Income · no portfolio disclosed×
  • SBI Fixed Maturity Plan (FMP) - Series 57 (1835 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 83 - 193 Days Plan GSBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days)HDFC FMP 1861D March 2022SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days)SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days)
ICICI Prudential Fixed Maturity Plan - Series 83 - 193 Days Plan GIncome
itself
ICICI Prudential Fixed Maturity Plan - Series 83 - 193 Days Plan G and SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days): no portfolio disclosed for ICICI Prudential Fixed Maturity Plan - Series 83 - 193 Days Plan G
ICICI Prudential Fixed Maturity Plan - Series 83 - 193 Days Plan G and HDFC FMP 1861D March 2022: no portfolio disclosed for ICICI Prudential Fixed Maturity Plan - Series 83 - 193 Days Plan G
ICICI Prudential Fixed Maturity Plan - Series 83 - 193 Days Plan G and SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days): no portfolio disclosed for ICICI Prudential Fixed Maturity Plan - Series 83 - 193 Days Plan G
ICICI Prudential Fixed Maturity Plan - Series 83 - 193 Days Plan G and SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days): no portfolio disclosed for ICICI Prudential Fixed Maturity Plan - Series 83 - 193 Days Plan G
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 83 - 193 Days Plan G: no portfolio disclosed for ICICI Prudential Fixed Maturity Plan - Series 83 - 193 Days Plan G
itself
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 SBI Fixed Maturity Plan (FMP) - Series 57 (1835 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
HDFC FMP 1861D March 2022Income
HDFC FMP 1861D March 2022 and ICICI Prudential Fixed Maturity Plan - Series 83 - 193 Days Plan G: 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
itself
HDFC FMP 1861D March 2022 and SBI Fixed Maturity Plan (FMP) - Series 57 (1835 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
SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days)Income
SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days) and ICICI Prudential Fixed Maturity Plan - Series 83 - 193 Days Plan G: no portfolio disclosed for ICICI Prudential Fixed Maturity Plan - Series 83 - 193 Days Plan G
SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days) and SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) share 0% of their portfolios
SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days) and HDFC FMP 1861D March 2022: no portfolio disclosed for HDFC FMP 1861D March 2022
itself
SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days) and SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days) share 7% 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 83 - 193 Days Plan G: no portfolio disclosed for ICICI Prudential Fixed Maturity Plan - Series 83 - 193 Days Plan G
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 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 57 (1835 Days) share 7% of their portfolios
itself

No two of these hold much of the same portfolio. The closest pair, SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days) and SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days), share 7%. 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.

2 of these funds have no portfolio on file, so their rows are blank rather than zero — an absence in our data, not a finding about the funds.

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 83 - 193 Days Plan GSBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days)HDFC FMP 1861D March 2022SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days)SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days)
CategoryIncomeIncomeIncomeIncomeIncome
Fund houseICICI Prudential Asset Management Company LimitedSBI Funds Management LimitedHDFC Asset Management Company LimitedSBI Funds Management LimitedSBI Funds Management Limited
Share of three-year stretches it beat its category P4not measured64% of 2589% of 1977% of 2268% of 25
Regular plan costs more than Direct by, a year P5not measured0.14% points0.17% points0.12% points0.14% points
Portfolio turned over a year P1not measurednot measurednot measurednot measurednot measured
Run by P7not knownnot knownnot knownnot knownnot known
1-year return—5.8%6.0%5.9%5.7%
3 years p.a.—7.3%7.5%7.4%7.3%
5 years p.a.—6.2%——6.0%
Deepest fall (max drawdown)not computed−0.2%−0.3%−0.2%−0.2%
Assets (AUM)₹56 Cr₹418 Cr₹500 Cr₹275 Cr₹319 Cr
Disclosed history—3.6 yrs—3.7 yrs3.7 yrs
Holdings · top ten weightnone disclosed6 · 100%none disclosed19 · 93%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.