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 Fixed Term Income Fund Series XXXVI - I (1574 Days) | Axis Fixed Maturity Plan - Series 129 (108 Days) | |
|---|---|---|
| UTI Fixed Term Income Fund Series XXXVI - I (1574 Days) | itself | 0% |
| Axis Fixed Maturity Plan - Series 129 (108 Days) | 0% | itself |
Most alike: UTI Fixed Term Income Fund Series XXXVI - I (1574 Days) and Axis Fixed Maturity Plan - Series 129 (108 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 | UTI Fixed Term Income Fund Series XXXVI - I (1574 Days) | Axis Fixed Maturity Plan - Series 129 (108 Days) |
|---|---|---|
| Category | Fixed Term Plan | Fixed Term Plan |
| Share of three-year stretches it beat its category P4 | not measured | not measured |
| Regular plan costs more than Direct by, a year P5 | 0.42% | not measured |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | not known | not known |
| 1-year return | 5.8% | — |
| 3 years p.a. | 7.6% | — |
| 5 years p.a. | — | — |
| Deepest fall (max drawdown) | −0.6% | 0.0% |
| Assets (AUM) | ₹64 Cr | ₹299 Cr |
| Disclosed history | 3.5 yrs | 4 mo |
| Holdings · top ten weight | 2 · 100% | 15 · 88% |
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.