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.
4 of 6 chosen
Add another Debt Funds fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Mirae Asset Nifty SDL Jun 2027 Index | UTI CRISIL SDL Maturity April 2033 Index | Axis CRISIL IBX SDL May 2027 Index | HSBC CRISIL IBX Gilt June 2027 Index |
|---|---|---|---|---|
| Mirae Asset Nifty SDL Jun 2027 IndexDebt Funds | itself | Mirae Asset Nifty SDL Jun 2027 Index and UTI CRISIL SDL Maturity April 2033 Index share 0% of their portfolios | Mirae Asset Nifty SDL Jun 2027 Index and Axis CRISIL IBX SDL May 2027 Index share 19% of their portfolios | Mirae Asset Nifty SDL Jun 2027 Index and HSBC CRISIL IBX Gilt June 2027 Index share 0% of their portfolios |
| UTI CRISIL SDL Maturity April 2033 IndexDebt Funds | UTI CRISIL SDL Maturity April 2033 Index and Mirae Asset Nifty SDL Jun 2027 Index share 0% of their portfolios | itself | UTI CRISIL SDL Maturity April 2033 Index and Axis CRISIL IBX SDL May 2027 Index share 0% of their portfolios | UTI CRISIL SDL Maturity April 2033 Index and HSBC CRISIL IBX Gilt June 2027 Index share 0% of their portfolios |
| Axis CRISIL IBX SDL May 2027 IndexDebt Funds | Axis CRISIL IBX SDL May 2027 Index and Mirae Asset Nifty SDL Jun 2027 Index share 19% of their portfolios | Axis CRISIL IBX SDL May 2027 Index and UTI CRISIL SDL Maturity April 2033 Index share 0% of their portfolios | itself | Axis CRISIL IBX SDL May 2027 Index and HSBC CRISIL IBX Gilt June 2027 Index share 0% of their portfolios |
| HSBC CRISIL IBX Gilt June 2027 IndexDebt Funds | HSBC CRISIL IBX Gilt June 2027 Index and Mirae Asset Nifty SDL Jun 2027 Index share 0% of their portfolios | HSBC CRISIL IBX Gilt June 2027 Index and UTI CRISIL SDL Maturity April 2033 Index share 0% of their portfolios | HSBC CRISIL IBX Gilt June 2027 Index and Axis CRISIL IBX SDL May 2027 Index share 0% of their portfolios | itself |
Closest pair: Mirae Asset Nifty SDL Jun 2027 Index Fund and Axis CRISIL IBX SDL May 2027 Index Fund share 19% 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
| Measure | Mirae Asset Nifty SDL Jun 2027 Index | UTI CRISIL SDL Maturity April 2033 Index | Axis CRISIL IBX SDL May 2027 Index | HSBC CRISIL IBX Gilt June 2027 Index |
|---|---|---|---|---|
| Category | Debt Funds | Debt Funds | Debt Funds | Debt Funds |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | UTI Asset Mgmt. Co. Ltd. | Axis Asset Management Co. Ltd. | HSBC Asset Management (India) Private Ltd. |
| Share of three-year stretches it beat its category P4 | 44% of 18 | 30% of 10 | 39% of 18 | 0% of 7 |
| Regular plan costs more than Direct by, a year P5 | 0.17% points | 0.27% points | 0.15% points | 0.27% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured | not measured |
| Run by P7 | Pranavi Kulkarni@ · 8 mo | Jaydeep Bhowal · 10 mo | not known | Mahesh Chhabria · 3.1 yrs |
| 1-year return | 6.0% | 4.9% | 6.1% | 5.5% |
| 3 years p.a. | 7.5% | 7.0% | 7.5% | 7.3% |
| 5 years p.a. | — | — | — | — |
| Deepest fall (max drawdown) | −0.4% | −2.2% | −0.4% | −0.5% |
| Assets (AUM) | ₹475 Cr | ₹271 Cr | ₹1,987 Cr | ₹181 Cr |
| Disclosed history | 4.5 yrs | 3.8 yrs | 4.3 yrs | 3.4 yrs |
| Holdings · top ten weight | 27 · 59% | 29 · 67% | 24 · 85% | 6 · 100% |
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.