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. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
3 of 6 chosen
Add another Value fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | UTI Value | SBI Large Cap | Aditya Birla Sun Life Large Cap |
|---|---|---|---|
| UTI ValueValue | itself | UTI Value and SBI Large Cap share 42% of their portfolios | UTI Value and Aditya Birla Sun Life Large Cap share 45% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and UTI Value share 42% of their portfolios | itself | SBI Large Cap and Aditya Birla Sun Life Large Cap share 53% of their portfolios |
| Aditya Birla Sun Life Large CapLarge Cap | Aditya Birla Sun Life Large Cap and UTI Value share 45% of their portfolios | Aditya Birla Sun Life Large Cap and SBI Large Cap share 53% of their portfolios | itself |
Closest pair: SBI Large Cap Fund and Aditya Birla Sun Life Large Cap Fund share 53% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Read a cell as: of everything the two funds hold, this much is the same holding at the same weight. It is symmetric — the pair above the diagonal and the pair below it are one number shown twice. A pair at 0% holds nothing in common, which is a real answer, and often the useful one.
Side by side
record, cost, returns, drawdown, size
| Measure | UTI Value | SBI Large Cap | Aditya Birla Sun Life Large Cap |
|---|---|---|---|
| Category | Value | Large Cap | Large Cap |
| Fund house | UTI Asset Mgmt. Co. Ltd. | SBI Funds Management Limited | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | 37% of 109 | 45% of 109 | 52% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.79% points | 0.93% points | 0.87% points |
| Portfolio turned over a year P1 | 47% | 59% | 53% |
| Run by P7 | Amit Premchandani · 8.6 yrs | Saurabh Pant · ≥ 3 mo | Harish Krishnan · ≥ 6 mo |
| 1-year return | −4.1% | −1.6% | −4.2% |
| 3 years p.a. | 12.1% | 9.2% | 9.5% |
| 5 years p.a. | 11.0% | 9.0% | 8.9% |
| Deepest fall (max drawdown) | −17.2% | −15.4% | −16.7% |
| Assets (AUM) | ₹9,603 Cr | ₹55,417 Cr | ₹29,521 Cr |
| Disclosed history | 12 yrs | 5.8 yrs | 1.3 yrs |
| Holdings · top ten weight | 71 · 41% | 57 · 47% | 77 · 43% |
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.