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.
Overlap
share of the portfolio the two funds hold in common
| SBI Fixed Maturity Plan (FMP) - Series 1 (3668 Days) | ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I | |
|---|---|---|
| SBI Fixed Maturity Plan (FMP) - Series 1 (3668 Days) | itself | 3% |
| ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I | 3% | itself |
Most alike: SBI Fixed Maturity Plan (FMP) - Series 1 (3668 Days) and ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I share 3% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | SBI Fixed Maturity Plan (FMP) - Series 1 (3668 Days) | ICICI Prudential Fixed Maturity Plan - Series 85 - 10 Years Plan I |
|---|---|---|
| Category | Income | Income |
| Share of three-year stretches it beat its category P4 | 67% of 54 | 64% of 55 |
| Regular plan costs more than Direct by, a year P5 | 0.18% | 0.20% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | not known | not known |
| 1-year return | 5.5% | 5.7% |
| 3 years p.a. | 7.6% | 7.6% |
| 5 years p.a. | 6.6% | 6.6% |
| Deepest fall (max drawdown) | −0.9% | −1.0% |
| Assets (AUM) | ₹51 Cr | ₹485 Cr |
| Disclosed history | 5.3 yrs | 7.0 yrs |
| Holdings · top ten weight | 16 · 84% | 31 · 74% |
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.