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 Sep 2032 Index | Axis CRISIL IBX SDL May 2027 Index | HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index | HSBC CRISIL IBX Gilt June 2027 Index |
|---|---|---|---|---|
| Invesco India Nifty G-sec Sep 2032 IndexDebt Funds | itself | Invesco India Nifty G-sec Sep 2032 Index and Axis CRISIL IBX SDL May 2027 Index share 0% of their portfolios | Invesco India Nifty G-sec Sep 2032 Index and HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index share 0% of their portfolios | Invesco India Nifty G-sec Sep 2032 Index and HSBC CRISIL IBX Gilt June 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 Sep 2032 Index share 0% of their portfolios | itself | 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 HSBC CRISIL IBX Gilt June 2027 Index share 0% 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 Sep 2032 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 | itself | HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index and HSBC CRISIL IBX Gilt June 2027 Index share 2% of their portfolios |
| HSBC CRISIL IBX Gilt June 2027 IndexDebt Funds | HSBC CRISIL IBX Gilt June 2027 Index and Invesco India Nifty G-sec Sep 2032 Index share 0% of their portfolios | HSBC CRISIL IBX Gilt June 2027 Index and Axis CRISIL IBX SDL May 2027 Index share 0% of their portfolios | HSBC CRISIL IBX Gilt June 2027 Index and HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index share 2% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund and HSBC CRISIL IBX Gilt June 2027 Index Fund, share 2%. 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 | Invesco India Nifty G-sec Sep 2032 Index | Axis CRISIL IBX SDL May 2027 Index | HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index | HSBC CRISIL IBX Gilt June 2027 Index |
|---|---|---|---|---|
| Category | Debt Funds | Debt Funds | Debt Funds | Debt Funds |
| Fund house | Invesco Asset Management (India) Private Limited | Axis Asset Management Co. Ltd. | HSBC Asset Management (India) Private Ltd. | HSBC Asset Management (India) Private Ltd. |
| Share of three-year stretches it beat its category P4 | 71% of 7 | 39% of 18 | 56% of 18 | 0% of 7 |
| Regular plan costs more than Direct by, a year P5 | 0.16% points | 0.15% points | 0.19% points | 0.27% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured | not measured |
| Run by P7 | not known | not known | Mahesh Chhabria · 3.1 yrs | Mahesh Chhabria · 3.1 yrs |
| 1-year return | 4.4% | 6.1% | 5.6% | 5.5% |
| 3 years p.a. | 7.4% | 7.5% | 7.4% | 7.3% |
| 5 years p.a. | — | — | — | — |
| Deepest fall (max drawdown) | −2.0% | −0.4% | −0.7% | −0.5% |
| Assets (AUM) | ₹49 Cr | ₹1,987 Cr | ₹1,749 Cr | ₹181 Cr |
| Disclosed history | 3.5 yrs | 4.3 yrs | 4 mo | 3.4 yrs |
| Holdings · top ten weight | 5 · 100% | 24 · 85% | 31 · 79% | 6 · 100% |
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.