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.
4 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 | HSBC CRISIL IBX Gilt June 2027 Index | UTI CRISIL SDL Maturity April 2033 Index | Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index |
|---|---|---|---|---|
| Invesco India Nifty G-sec Jul 2027 IndexDebt Funds | itself | Invesco India Nifty G-sec Jul 2027 Index and HSBC CRISIL IBX Gilt June 2027 Index share 88% of their portfolios | Invesco India Nifty G-sec Jul 2027 Index and UTI CRISIL SDL Maturity April 2033 Index share 0% of their portfolios | Invesco India Nifty G-sec Jul 2027 Index and Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index share 0% of their portfolios |
| HSBC CRISIL IBX Gilt June 2027 IndexDebt Funds | HSBC CRISIL IBX Gilt June 2027 Index and Invesco India Nifty G-sec Jul 2027 Index share 88% of their portfolios | itself | HSBC CRISIL IBX Gilt June 2027 Index and UTI CRISIL SDL Maturity 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 |
| UTI CRISIL SDL Maturity April 2033 IndexDebt Funds | UTI CRISIL SDL Maturity April 2033 Index and Invesco India Nifty G-sec Jul 2027 Index share 0% of their portfolios | UTI CRISIL SDL Maturity April 2033 Index and HSBC CRISIL IBX Gilt June 2027 Index share 0% of their portfolios | itself | UTI CRISIL SDL Maturity April 2033 Index and Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 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 Invesco India Nifty G-sec Jul 2027 Index share 0% of their portfolios | 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 UTI CRISIL SDL Maturity April 2033 Index share 0% of their portfolios | itself |
Closest pair: Invesco India Nifty G-sec Jul 2027 Index Fund and HSBC CRISIL IBX Gilt June 2027 Index Fund share 88% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | HSBC CRISIL IBX Gilt June 2027 Index | UTI CRISIL SDL Maturity April 2033 Index | Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index |
|---|---|---|---|---|
| Category | Debt Funds | Debt Funds | Debt Funds | Debt Funds |
| Fund house | Invesco Asset Management (India) Private Limited | HSBC Asset Management (India) Private Ltd. | UTI Asset Mgmt. Co. Ltd. | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 0% of 7 | 0% of 7 | 30% of 10 | not measured |
| Regular plan costs more than Direct by, a year P5 | 0.16% points | 0.27% points | 0.27% points | 0.35% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured | not measured |
| Run by P7 | not known | Mahesh Chhabria · 3.1 yrs | Jaydeep Bhowal · 10 mo | not known |
| 1-year return | 5.5% | 5.5% | 4.9% | 6.5% |
| 3 years p.a. | 7.3% | 7.3% | 7.0% | — |
| 5 years p.a. | — | — | — | — |
| Deepest fall (max drawdown) | −0.5% | −0.5% | −2.2% | −0.3% |
| Assets (AUM) | ₹81 Cr | ₹181 Cr | ₹271 Cr | ₹1,807 Cr |
| Disclosed history | 3.5 yrs | 3.4 yrs | 3.8 yrs | 1.8 yrs |
| Holdings · top ten weight | 5 · 100% | 6 · 100% | 29 · 67% | 27 · 71% |
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.