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 - Dividend Yield | Franklin India Dividend Yield | |
|---|---|---|
| UTI - Dividend Yield | itself | 41% |
| Franklin India Dividend Yield | 41% | itself |
Most alike: UTI - Dividend Yield Fund and Franklin India Dividend Yield Fund share 41% 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 - Dividend Yield | Franklin India Dividend Yield |
|---|---|---|
| Category | Dividend Yield | Dividend Yield |
| Share of three-year stretches it beat its category P4 | 70% of 109 | 0% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | not measured |
| Portfolio turned over a year P1 | 46% | 60% |
| Run by P7 | Amit Premchandani · 3.8 yrs | not known |
| 1-year return | −2.7% | −10.9% |
| 3 years p.a. | 12.5% | 2.6% |
| 5 years p.a. | 10.4% | 4.0% |
| Deepest fall (max drawdown) | −18.2% | −27.7% |
| Assets (AUM) | ₹3,780 Cr | ₹2,310 Cr |
| Disclosed history | 12 yrs | 12 yrs |
| Holdings · top ten weight | 63 · 36% | 47 · 42% |
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.