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.
2 of 6 chosen
Add another Flexi Cap fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | UTI - Flexi Cap Fund. | Quant Multi Cap |
|---|---|---|
| UTI - Flexi Cap Fund.Flexi Cap | itself | UTI - Flexi Cap Fund. and Quant Multi Cap share 9% of their portfolios |
| Quant Multi CapMulti Cap | Quant Multi Cap and UTI - Flexi Cap Fund. share 9% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, UTI - Flexi Cap Fund. and Quant Multi Cap Fund, share 9%. 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 | UTI - Flexi Cap Fund. | Quant Multi Cap |
|---|---|---|
| Category | Flexi Cap | Multi Cap |
| Fund house | UTI Asset Mgmt. Co. Ltd. | quant Money Managers Limited |
| Share of three-year stretches it beat its category P4 | 40% of 109 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.68% points | 0.93% points |
| Portfolio turned over a year P1 | 41% | 88% |
| Run by P7 | Ajay Tyagi · 11 yrs | Ankit Pande · ≥ 2.5 yrs |
| 1-year return | −2.3% | 4.9% |
| 3 years p.a. | 8.4% | 10.5% |
| 5 years p.a. | 4.9% | 11.7% |
| Deepest fall (max drawdown) | −20.1% | −25.3% |
| Assets (AUM) | ₹23,434 Cr | ₹7,717 Cr |
| Disclosed history | 12 yrs | 6.9 yrs |
| Holdings · top ten weight | 62 · 44% | 74 · 53% |
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.