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
| SBI NIFTY INDEX | UTI Nifty 50 Index | |
|---|---|---|
| SBI NIFTY INDEX | itself | 100% |
| UTI Nifty 50 Index | 100% | itself |
Most alike: SBI NIFTY INDEX FUND and UTI Nifty 50 Index Fund share 100% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Side by side
record, cost, returns, drawdown, size
| Measure | SBI NIFTY INDEX | UTI Nifty 50 Index |
|---|---|---|
| Category | Index Funds | Index Funds |
| Share of three-year stretches it beat its category P4 | 53% of 109 | 79% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.41% | 0.11% |
| Portfolio turned over a year P1 | 32% | 32% |
| Run by P7 | Viral Chhadva · 7 mo | Sharwan Kumar Goyal · 8.2 yrs |
| 1-year return | −6.3% | −6.3% |
| 3 years p.a. | 6.8% | 6.9% |
| 5 years p.a. | 6.9% | 6.9% |
| Deepest fall (max drawdown) | −15.5% | −15.5% |
| Assets (AUM) | ₹13,913 Cr | ₹29,204 Cr |
| Disclosed history | 5.8 yrs | 12 yrs |
| Holdings · top ten weight | 53 · 53% | 52 · 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.