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
| UTI Children's Hybrid | ICICI Prudential Children's | |
|---|---|---|
| UTI Children's Hybrid | itself | 9% |
| ICICI Prudential Children's | 9% | itself |
Most alike: UTI Children's Hybrid Fund and ICICI Prudential Children's Fund share 9% 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 | UTI Children's Hybrid | ICICI Prudential Children's |
|---|---|---|
| Category | Children's | Children's |
| Share of three-year stretches it beat its category P4 | 4% of 109 | 60% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | not measured |
| Portfolio turned over a year P1 | 18% | 252% |
| Run by P7 | Sachin Trivedi · 1.3 yrs | Rohit Lakhotia · 3.3 yrs |
| 1-year return | −1.1% | −2.0% |
| 3 years p.a. | 6.4% | 12.9% |
| 5 years p.a. | 6.3% | 11.9% |
| Deepest fall (max drawdown) | −7.1% | −15.4% |
| Assets (AUM) | ₹4,407 Cr | ₹1,441 Cr |
| Disclosed history | 8.3 yrs | 7.9 yrs |
| Holdings · top ten weight | 139 · 36% | 75 · 49% |
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.