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
| Nippon India Fixed Maturity Plan - XLV - Series 5 | SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) | |
|---|---|---|
| Nippon India Fixed Maturity Plan - XLV - Series 5 | itself | 0% |
| SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) | 0% | itself |
Most alike: Nippon India Fixed Maturity Plan - XLV - Series 5 and SBI Fixed Maturity Plan (FMP) - Series 49 (1823 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 | Nippon India Fixed Maturity Plan - XLV - Series 5 | SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) |
|---|---|---|
| Category | Income | Income |
| Share of three-year stretches it beat its category P4 | 100% of 7 | 64% of 25 |
| Regular plan costs more than Direct by, a year P5 | 0.31% | 0.14% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | not known | not known |
| 1-year return | 7.9% | 5.8% |
| 3 years p.a. | 8.7% | 7.3% |
| 5 years p.a. | — | 6.2% |
| Deepest fall (max drawdown) | −0.3% | −0.2% |
| Assets (AUM) | ₹182 Cr | ₹418 Cr |
| Disclosed history | 3.5 yrs | 3.6 yrs |
| Holdings · top ten weight | 17 · 78% | 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.