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 - Banking and Financial Services | ICICI Prudential Business Cycle | |
|---|---|---|
| UTI - Banking and Financial Services | itself | 26% |
| ICICI Prudential Business Cycle | 26% | itself |
Most alike: UTI - Banking and Financial Services Fund and ICICI Prudential Business Cycle Fund share 26% 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 - Banking and Financial Services | ICICI Prudential Business Cycle |
|---|---|---|
| Category | Sectoral/ Thematic | Sectoral/ Thematic |
| Share of three-year stretches it beat its category P4 | 33% of 109 | 100% of 33 |
| Regular plan costs more than Direct by, a year P5 | 1.17% | 1.36% |
| Portfolio turned over a year P1 | 76% | 52% |
| Run by P7 | Amit Premchandani · 1.3 yrs | Manish Banthia · 5.7 yrs |
| 1-year return | 3.4% | −3.9% |
| 3 years p.a. | 13.0% | 14.8% |
| 5 years p.a. | 11.4% | 14.9% |
| Deepest fall (max drawdown) | −16.5% | −14.4% |
| Assets (AUM) | ₹1,439 Cr | ₹16,090 Cr |
| Disclosed history | 12 yrs | 5.7 yrs |
| Holdings · top ten weight | 35 · 77% | 88 · 51% |
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.