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 Retirement | Tata Retirement Savings Fund-Moderate Plan | |
|---|---|---|
| UTI Retirement | itself | 9% |
| Tata Retirement Savings Fund-Moderate Plan | 9% | itself |
Most alike: UTI Retirement Fund and Tata Retirement Savings Fund-Moderate Plan 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 Retirement | Tata Retirement Savings Fund-Moderate Plan |
|---|---|---|
| Category | Retirement | Retirement |
| Share of three-year stretches it beat its category P4 | 17% of 109 | 87% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 1.56% |
| Portfolio turned over a year P1 | 23% | 73% |
| Run by P7 | V Srivatsa · 17 yrs | Sonam Udasi · ≥ 9 mo |
| 1-year return | 1.4% | 5.3% |
| 3 years p.a. | 8.7% | 12.7% |
| 5 years p.a. | 8.7% | 10.6% |
| Deepest fall (max drawdown) | −6.3% | −15.1% |
| Assets (AUM) | ₹4,714 Cr | ₹2,198 Cr |
| Disclosed history | 12 yrs | 13 yrs |
| Holdings · top ten weight | 124 · 42% | 69 · 32% |
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.