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
- Mirae Asset CRISIL IBX Gilt Index - April 2033 Index FundDebt Funds×
- Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index FundDebt Funds×
- HSBC CRISIL IBX Gilt June 2027 Index FundDebt Funds×
- Axis CRISIL IBX SDL May 2027 Index FundDebt Funds×
- Axis CRISIL-IBX Financial Services 3-6 Months Debt Index FundDebt Funds×
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 CRISIL IBX Gilt Index - April 2033 Index | Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index | HSBC CRISIL IBX Gilt June 2027 Index | Axis CRISIL IBX SDL May 2027 Index | Axis CRISIL-IBX Financial Services 3-6 Months Debt Index |
|---|---|---|---|---|---|
| Mirae Asset CRISIL IBX Gilt Index - April 2033 IndexDebt Funds | itself | Mirae Asset CRISIL IBX Gilt Index - April 2033 Index and Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index share 0% of their portfolios | Mirae Asset CRISIL IBX Gilt Index - April 2033 Index and HSBC CRISIL IBX Gilt June 2027 Index share 0% of their portfolios | Mirae Asset CRISIL IBX Gilt Index - April 2033 Index and Axis CRISIL IBX SDL May 2027 Index share 0% of their portfolios | Mirae Asset CRISIL IBX Gilt Index - April 2033 Index and Axis CRISIL-IBX Financial Services 3-6 Months Debt Index share 0% of their portfolios |
| Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 IndexDebt Funds | Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index and Mirae Asset CRISIL IBX Gilt Index - April 2033 Index share 0% of their portfolios | itself | Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index and HSBC CRISIL IBX Gilt June 2027 Index share 0% of their portfolios | Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index and Axis CRISIL IBX SDL May 2027 Index share 0% of their portfolios | Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index and Axis CRISIL-IBX Financial Services 3-6 Months Debt Index share 0% of their portfolios |
| HSBC CRISIL IBX Gilt June 2027 IndexDebt Funds | HSBC CRISIL IBX Gilt June 2027 Index and Mirae Asset CRISIL IBX Gilt Index - April 2033 Index share 0% of their portfolios | HSBC CRISIL IBX Gilt June 2027 Index and Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index share 0% of their portfolios | itself | HSBC CRISIL IBX Gilt June 2027 Index and Axis CRISIL IBX SDL May 2027 Index share 0% of their portfolios | HSBC CRISIL IBX Gilt June 2027 Index and Axis CRISIL-IBX Financial Services 3-6 Months Debt Index share 0% of their portfolios |
| Axis CRISIL IBX SDL May 2027 IndexDebt Funds | Axis CRISIL IBX SDL May 2027 Index and Mirae Asset CRISIL IBX Gilt Index - April 2033 Index share 0% of their portfolios | Axis CRISIL IBX SDL May 2027 Index and Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index share 0% of their portfolios | Axis CRISIL IBX SDL May 2027 Index and HSBC CRISIL IBX Gilt June 2027 Index share 0% of their portfolios | itself | Axis CRISIL IBX SDL May 2027 Index and Axis CRISIL-IBX Financial Services 3-6 Months Debt Index share 0% of their portfolios |
| Axis CRISIL-IBX Financial Services 3-6 Months Debt IndexDebt Funds | Axis CRISIL-IBX Financial Services 3-6 Months Debt Index and Mirae Asset CRISIL IBX Gilt Index - April 2033 Index share 0% of their portfolios | Axis CRISIL-IBX Financial Services 3-6 Months Debt Index and Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index share 0% of their portfolios | Axis CRISIL-IBX Financial Services 3-6 Months Debt Index and HSBC CRISIL IBX Gilt June 2027 Index share 0% of their portfolios | Axis CRISIL-IBX Financial Services 3-6 Months Debt Index and Axis CRISIL IBX SDL May 2027 Index share 0% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund and Axis CRISIL IBX SDL May 2027 Index Fund, share 0%. 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 | Mirae Asset CRISIL IBX Gilt Index - April 2033 Index | Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index | HSBC CRISIL IBX Gilt June 2027 Index | Axis CRISIL IBX SDL May 2027 Index | Axis CRISIL-IBX Financial Services 3-6 Months Debt Index |
|---|---|---|---|---|---|
| Category | Debt Funds | Debt Funds | Debt Funds | Debt Funds | Debt Funds |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | Axis Asset Management Co. Ltd. | HSBC Asset Management (India) Private Ltd. | Axis Asset Management Co. Ltd. | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 75% of 12 | not measured | 0% of 7 | 39% of 18 | not measured |
| Regular plan costs more than Direct by, a year P5 | 0.31% points | 0.35% points | 0.27% points | 0.15% points | 0.12% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured | not measured | not measured |
| Run by P7 | Pranavi Kulkarni@ · 8 mo | not known | Mahesh Chhabria · 3.1 yrs | not known | not known |
| 1-year return | 4.0% | 6.5% | 5.5% | 6.1% | 6.8% |
| 3 years p.a. | 7.2% | — | 7.3% | 7.5% | — |
| 5 years p.a. | — | — | — | — | — |
| Deepest fall (max drawdown) | −2.3% | −0.3% | −0.5% | −0.4% | −0.1% |
| Assets (AUM) | ₹211 Cr | ₹1,807 Cr | ₹181 Cr | ₹1,987 Cr | ₹265 Cr |
| Disclosed history | 3.9 yrs | 1.8 yrs | 3.4 yrs | 4.3 yrs | 1.0 yrs |
| Holdings · top ten weight | 8 · 100% | 27 · 71% | 6 · 100% | 24 · 85% | 16 · 87% |
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.