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.
3 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 | Axis Crisil IBX 50 50 Gilt Plus SDL September 2027 Index | UTI CRISIL SDL Maturity April 2033 Index | Mirae Asset Nifty SDL Jun 2027 Index |
|---|---|---|---|
| Axis Crisil IBX 50 50 Gilt Plus SDL September 2027 IndexDebt Funds | itself | Axis Crisil IBX 50 50 Gilt Plus SDL September 2027 Index and UTI CRISIL SDL Maturity April 2033 Index share 0% of their portfolios | Axis Crisil IBX 50 50 Gilt Plus SDL September 2027 Index and Mirae Asset Nifty SDL Jun 2027 Index share 5% of their portfolios |
| UTI CRISIL SDL Maturity April 2033 IndexDebt Funds | UTI CRISIL SDL Maturity April 2033 Index and Axis Crisil IBX 50 50 Gilt Plus SDL September 2027 Index share 0% of their portfolios | itself | UTI CRISIL SDL Maturity April 2033 Index and Mirae Asset Nifty SDL Jun 2027 Index share 0% of their portfolios |
| Mirae Asset Nifty SDL Jun 2027 IndexDebt Funds | Mirae Asset Nifty SDL Jun 2027 Index and Axis Crisil IBX 50 50 Gilt Plus SDL September 2027 Index share 5% of their portfolios | Mirae Asset Nifty SDL Jun 2027 Index and UTI CRISIL SDL Maturity April 2033 Index share 0% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, Axis Crisil IBX 50 50 Gilt Plus SDL September 2027 Index Fund and Mirae Asset Nifty SDL Jun 2027 Index Fund, share 5%. 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 you 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 | Axis Crisil IBX 50 50 Gilt Plus SDL September 2027 Index | UTI CRISIL SDL Maturity April 2033 Index | Mirae Asset Nifty SDL Jun 2027 Index |
|---|---|---|---|
| Category | Debt Funds | Debt Funds | Debt Funds |
| Fund house | Axis Asset Management Co. Ltd. | UTI Asset Mgmt. Co. Ltd. | Mirae Asset Investment Managers (India) Pvt. Ltd |
| Share of three-year stretches it beat its category P4 | 0% of 7 | 30% of 10 | 44% of 18 |
| Regular plan costs more than Direct by, a year P5 | 0.20% points | 0.27% points | 0.17% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured |
| Run by P7 | not known | Jaydeep Bhowal · 10 mo | Pranavi Kulkarni@ · 8 mo |
| 1-year return | 5.7% | 4.9% | 6.0% |
| 3 years p.a. | 7.4% | 7.0% | 7.5% |
| 5 years p.a. | — | — | — |
| Deepest fall (max drawdown) | −0.4% | −2.2% | −0.4% |
| Assets (AUM) | ₹36 Cr | ₹271 Cr | ₹475 Cr |
| Disclosed history | 3.5 yrs | 3.8 yrs | 4.5 yrs |
| Holdings · top ten weight | 11 · 99% | 29 · 67% | 27 · 59% |
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.