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 | Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index | HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index | Axis CRISIL IBX SDL May 2027 Index | UTI CRISIL SDL Maturity April 2033 Index |
|---|---|---|---|---|
| Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 IndexDebt Funds | itself | Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index and HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index share 0% of their portfolios | Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index and Axis CRISIL IBX SDL May 2027 Index share 3% of their portfolios | Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index and UTI CRISIL SDL Maturity April 2033 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 Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index share 0% of their portfolios | itself | HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index and Axis CRISIL IBX SDL May 2027 Index share 0% of their portfolios | HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index and UTI CRISIL SDL Maturity April 2033 Index share 0% of their portfolios |
| Axis CRISIL IBX SDL May 2027 IndexDebt Funds | Axis CRISIL IBX SDL May 2027 Index and Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index share 3% 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 | itself | Axis CRISIL IBX SDL May 2027 Index and UTI CRISIL SDL Maturity April 2033 Index share 0% of their portfolios |
| UTI CRISIL SDL Maturity April 2033 IndexDebt Funds | UTI CRISIL SDL Maturity April 2033 Index and Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index share 0% of their portfolios | UTI CRISIL SDL Maturity April 2033 Index and HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index share 0% of their portfolios | UTI CRISIL SDL Maturity April 2033 Index and Axis CRISIL IBX SDL May 2027 Index share 0% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund and Axis CRISIL IBX SDL May 2027 Index Fund, share 3%. 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 | Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index | HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index | Axis CRISIL IBX SDL May 2027 Index | UTI CRISIL SDL Maturity April 2033 Index |
|---|---|---|---|---|
| Category | Debt Funds | Debt Funds | Debt Funds | Debt Funds |
| Fund house | Axis Asset Management Co. Ltd. | HSBC Asset Management (India) Private Ltd. | Axis Asset Management Co. Ltd. | UTI Asset Mgmt. Co. Ltd. |
| Share of three-year stretches it beat its category P4 | not measured | 56% of 18 | 39% of 18 | 30% of 10 |
| Regular plan costs more than Direct by, a year P5 | 0.11% points | 0.19% points | 0.15% points | 0.27% 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 | not known | Jaydeep Bhowal · 10 mo |
| 1-year return | 6.3% | 5.6% | 6.1% | 4.9% |
| 3 years p.a. | — | 7.4% | 7.5% | 7.0% |
| 5 years p.a. | — | — | — | — |
| Deepest fall (max drawdown) | −0.3% | −0.7% | −0.4% | −2.2% |
| Assets (AUM) | ₹29 Cr | ₹1,749 Cr | ₹1,987 Cr | ₹271 Cr |
| Disclosed history | 1.8 yrs | 4 mo | 4.3 yrs | 3.8 yrs |
| Holdings · top ten weight | 15 · 82% | 31 · 79% | 24 · 85% | 29 · 67% |
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.