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
| JioBlackRock Nifty 8-13 yr G-Sec Index | HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index | |
|---|---|---|
| JioBlackRock Nifty 8-13 yr G-Sec Index | itself | 0% |
| HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index | 0% | itself |
Most alike: JioBlackRock Nifty 8-13 yr G-Sec Index Fund and HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund 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 | JioBlackRock Nifty 8-13 yr G-Sec Index | HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index |
|---|---|---|
| Category | Debt Funds | Debt Funds |
| Share of three-year stretches it beat its category P4 | not measured | 56% of 18 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.19% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Arun Ramachandran · 1.1 yrs | Mahesh Chhabria · 3.1 yrs |
| 1-year return | 2.8% | 5.6% |
| 3 years p.a. | — | 7.4% |
| 5 years p.a. | — | — |
| Deepest fall (max drawdown) | −2.7% | −0.7% |
| Assets (AUM) | ₹32 Cr | ₹1,749 Cr |
| Disclosed history | 1.1 yrs | 4 mo |
| Holdings · top ten weight | 5 · 100% | 31 · 79% |
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.