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
| UTI CRISIL SDL Maturity June 2027 Index | Axis CRISIL IBX SDL May 2027 Index | |
|---|---|---|
| UTI CRISIL SDL Maturity June 2027 Index | itself | 41% |
| Axis CRISIL IBX SDL May 2027 Index | 41% | itself |
Most alike: UTI CRISIL SDL Maturity June 2027 Index Fund and Axis CRISIL IBX SDL May 2027 Index Fund share 41% 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 | UTI CRISIL SDL Maturity June 2027 Index | Axis CRISIL IBX SDL May 2027 Index |
|---|---|---|
| Category | Debt Funds | Debt Funds |
| Share of three-year stretches it beat its category P4 | 44% of 9 | 39% of 18 |
| Regular plan costs more than Direct by, a year P5 | 0.26% | 0.15% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Jaydeep Bhowal · 10 mo | not known |
| 1-year return | 6.0% | 6.1% |
| 3 years p.a. | 7.5% | 7.5% |
| 5 years p.a. | — | — |
| Deepest fall (max drawdown) | −0.4% | −0.4% |
| Assets (AUM) | ₹65 Cr | ₹1,987 Cr |
| Disclosed history | 3.7 yrs | 4.3 yrs |
| Holdings · top ten weight | 16 · 91% | 24 · 85% |
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.