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.
5 of 6 chosen
The largest fund in each of these kinds, to start from — or search above:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | IDFC FIXED TERM PLAN SERIES - 167 (1202 DAYS) | SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days) | BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) | SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) | Parag Parikh Flexi Cap |
|---|---|---|---|---|---|
| IDFC FIXED TERM PLAN SERIES - 167 (1202 DAYS)Income | itself | IDFC FIXED TERM PLAN SERIES - 167 (1202 DAYS) and SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days) share 0% of their portfolios | IDFC FIXED TERM PLAN SERIES - 167 (1202 DAYS) and BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) share 0% of their portfolios | IDFC FIXED TERM PLAN SERIES - 167 (1202 DAYS) and SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) share 0% of their portfolios | IDFC FIXED TERM PLAN SERIES - 167 (1202 DAYS) and Parag Parikh Flexi Cap share 0% of their portfolios |
| SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days)Income | SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days) and IDFC FIXED TERM PLAN SERIES - 167 (1202 DAYS) share 0% of their portfolios | itself | SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days) and BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) share 0% of their portfolios | SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days) and SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) share 6% of their portfolios | SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days) and Parag Parikh Flexi Cap share 0% of their portfolios |
| BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS)Income | BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) and IDFC FIXED TERM PLAN SERIES - 167 (1202 DAYS) share 0% of their portfolios | BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) and SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days) share 0% of their portfolios | itself | 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 Parag Parikh Flexi 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 IDFC FIXED TERM PLAN SERIES - 167 (1202 DAYS) share 0% of their portfolios | SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) and SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days) share 6% 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 | itself | SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) and Parag Parikh Flexi Cap share 0% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and IDFC FIXED TERM PLAN SERIES - 167 (1202 DAYS) share 0% of their portfolios | Parag Parikh Flexi Cap and SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days) share 0% of their portfolios | Parag Parikh Flexi Cap and BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) share 0% of their portfolios | Parag Parikh Flexi Cap and SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) share 0% 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 53 (1839 Days), share 6%. 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 was wanted.
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
| Measure | IDFC FIXED TERM PLAN SERIES - 167 (1202 DAYS) | SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days) | BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) | SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days) | Parag Parikh Flexi Cap |
|---|---|---|---|---|---|
| Category | Income | Income | Income | Income | Flexi Cap |
| Fund house | Bandhan AMC Limited | SBI Funds Management Limited | Bandhan AMC Limited | SBI Funds Management Limited | PPFAS Asset Management Pvt. Ltd. |
| Share of three-year stretches it beat its category P4 | 100% of 4 | 77% of 22 | 65% of 55 | 74% of 23 | 91% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.12% points | 0.27% points | 0.12% points | 0.84% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured | not measured | 29% |
| Run by P7 | not known | not known | not known | not known | Rajeev Thakkar · 13 yrs |
| 1-year return | 3.9% | 5.9% | 5.7% | 5.8% | −5.1% |
| 3 years p.a. | 7.7% | 7.4% | 7.7% | 7.3% | 12.8% |
| 5 years p.a. | — | — | 6.6% | — | 11.5% |
| Deepest fall (max drawdown) | not computed | −0.2% | −1.1% | −0.2% | −11.0% |
| Assets (AUM) | ₹3 Cr | ₹275 Cr | ₹367 Cr | ₹330 Cr | ₹1.46 lakh Cr |
| Disclosed history | 7 mo | 3.7 yrs | 4.9 yrs | 3.7 yrs | 5.0 yrs |
| Holdings · top ten weight | 14 · 96% | 19 · 93% | 30 · 87% | 20 · 92% | 116 · 52% |
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.