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
| DSP FMP Series - 264 - 60M - 17D | BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) | |
|---|---|---|
| DSP FMP Series - 264 - 60M - 17D | itself | 0% |
| BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) | 0% | itself |
Most alike: DSP FMP Series - 264 - 60M - 17D and BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) share 0% 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 | DSP FMP Series - 264 - 60M - 17D | BANDHAN FIXED TERM PLAN SERIES - 179 (3652 DAYS) |
|---|---|---|
| Category | Income | Income |
| Share of three-year stretches it beat its category P4 | 68% of 25 | 65% of 55 |
| Regular plan costs more than Direct by, a year P5 | 0.16% | 0.27% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | not known | not known |
| 1-year return | 5.8% | 5.7% |
| 3 years p.a. | 7.3% | 7.7% |
| 5 years p.a. | 6.1% | 6.6% |
| Deepest fall (max drawdown) | −0.2% | −1.1% |
| Assets (AUM) | ₹54 Cr | ₹367 Cr |
| Disclosed history | 4.8 yrs | 4.9 yrs |
| Holdings · top ten weight | 9 · 100% | 30 · 87% |
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.