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
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 | Invesco India Nifty G-sec Jul 2027 Index | Mirae Asset Nifty SDL Jun 2027 Index | HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index | Mirae Asset CRISIL IBX Gilt Index - April 2033 Index | Axis CRISIL IBX SDL May 2027 Index |
|---|---|---|---|---|---|
| Invesco India Nifty G-sec Jul 2027 IndexDebt Funds | itself | Invesco India Nifty G-sec Jul 2027 Index and Mirae Asset Nifty SDL Jun 2027 Index share 0% of their portfolios | Invesco India Nifty G-sec Jul 2027 Index and HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index share 2% of their portfolios | Invesco India Nifty G-sec Jul 2027 Index and Mirae Asset CRISIL IBX Gilt Index - April 2033 Index share 0% of their portfolios | Invesco India Nifty G-sec Jul 2027 Index and Axis CRISIL IBX SDL May 2027 Index share 0% of their portfolios |
| Mirae Asset Nifty SDL Jun 2027 IndexDebt Funds | Mirae Asset Nifty SDL Jun 2027 Index and Invesco India Nifty G-sec Jul 2027 Index share 0% of their portfolios | itself | Mirae Asset Nifty SDL Jun 2027 Index and HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index share 0% of their portfolios | Mirae Asset Nifty SDL Jun 2027 Index and Mirae Asset CRISIL IBX Gilt Index - 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 |
| HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 IndexDebt Funds | HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index and Invesco India Nifty G-sec Jul 2027 Index share 2% of their portfolios | HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index and Mirae Asset Nifty SDL Jun 2027 Index share 0% of their portfolios | itself | HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index and Mirae Asset CRISIL IBX Gilt Index - April 2033 Index share 0% of their portfolios | HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index and Axis CRISIL IBX SDL May 2027 Index share 0% of their portfolios |
| Mirae Asset CRISIL IBX Gilt Index - April 2033 IndexDebt Funds | Mirae Asset CRISIL IBX Gilt Index - April 2033 Index and Invesco India Nifty G-sec Jul 2027 Index share 0% of their portfolios | Mirae Asset CRISIL IBX Gilt Index - April 2033 Index and Mirae Asset Nifty SDL Jun 2027 Index share 0% of their portfolios | Mirae Asset CRISIL IBX Gilt Index - April 2033 Index and HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index share 0% of their portfolios | itself | Mirae Asset CRISIL IBX Gilt Index - April 2033 Index and Axis CRISIL IBX SDL May 2027 Index share 0% of their portfolios |
| Axis CRISIL IBX SDL May 2027 IndexDebt Funds | Axis CRISIL IBX SDL May 2027 Index and Invesco India Nifty G-sec Jul 2027 Index share 0% of their portfolios | 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 HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index share 0% of their portfolios | Axis CRISIL IBX SDL May 2027 Index and Mirae Asset CRISIL IBX Gilt Index - April 2033 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 | Invesco India Nifty G-sec Jul 2027 Index | Mirae Asset Nifty SDL Jun 2027 Index | HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index | Mirae Asset CRISIL IBX Gilt Index - April 2033 Index | Axis CRISIL IBX SDL May 2027 Index |
|---|---|---|---|---|---|
| Category | Debt Funds | Debt Funds | Debt Funds | Debt Funds | Debt Funds |
| Fund house | Invesco Asset Management (India) Private Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | HSBC Asset Management (India) Private Ltd. | Mirae Asset Investment Managers (India) Pvt. Ltd | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 0% of 7 | 44% of 18 | 56% of 18 | 75% of 12 | 39% of 18 |
| Regular plan costs more than Direct by, a year P5 | 0.16% points | 0.17% points | 0.19% points | 0.31% points | 0.15% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured | not measured | not measured |
| Run by P7 | not known | Pranavi Kulkarni@ · 8 mo | Mahesh Chhabria · 3.1 yrs | Pranavi Kulkarni@ · 8 mo | not known |
| 1-year return | 5.5% | 6.0% | 5.6% | 4.0% | 6.1% |
| 3 years p.a. | 7.3% | 7.5% | 7.4% | 7.2% | 7.5% |
| 5 years p.a. | — | — | — | — | — |
| Deepest fall (max drawdown) | −0.5% | −0.4% | −0.7% | −2.3% | −0.4% |
| Assets (AUM) | ₹81 Cr | ₹475 Cr | ₹1,749 Cr | ₹211 Cr | ₹1,987 Cr |
| Disclosed history | 3.5 yrs | 4.5 yrs | 4 mo | 3.9 yrs | 4.3 yrs |
| Holdings · top ten weight | 5 · 100% | 27 · 59% | 31 · 79% | 8 · 100% | 24 · 85% |
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.