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 Growth fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | JM Emerging Leaders | UTI Bluechip Flexicap | ICICI Prudential Bharat Consumption Fund - Series 1 |
|---|---|---|---|
| JM Emerging LeadersGrowth | itself | JM Emerging Leaders and UTI Bluechip Flexicap: no portfolio disclosed for JM Emerging Leaders | JM Emerging Leaders and ICICI Prudential Bharat Consumption Fund - Series 1: no portfolio disclosed for JM Emerging Leaders |
| UTI Bluechip FlexicapGrowth | UTI Bluechip Flexicap and JM Emerging Leaders: no portfolio disclosed for JM Emerging Leaders | itself | UTI Bluechip Flexicap and ICICI Prudential Bharat Consumption Fund - Series 1 share 10% of their portfolios |
| ICICI Prudential Bharat Consumption Fund - Series 1Growth | ICICI Prudential Bharat Consumption Fund - Series 1 and JM Emerging Leaders: no portfolio disclosed for JM Emerging Leaders | ICICI Prudential Bharat Consumption Fund - Series 1 and UTI Bluechip Flexicap share 10% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, UTI Bluechip Flexicap Fund and ICICI Prudential Bharat Consumption Fund - Series 1, share 10%. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what you wanted.
JM Emerging Leaders has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, not a finding about the fund.
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 | JM Emerging Leaders | UTI Bluechip Flexicap | ICICI Prudential Bharat Consumption Fund - Series 1 |
|---|---|---|---|
| Category | Growth | Growth | Growth |
| Fund house | JM Financial Asset Management Limited | UTI Asset Mgmt. Co. Ltd. | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | not measured | not measured | 75% of 8 |
| Regular plan costs more than Direct by, a year P5 | not measured | not measured | 0.81% points |
| Portfolio turned over a year P1 | not measured | 35% | 132% |
| Run by P7 | not known | not known | not known |
| 1-year return | — | — | 53.9% |
| 3 years p.a. | — | — | 17.3% |
| 5 years p.a. | — | — | — |
| Deepest fall (max drawdown) | not computed | not computed | not computed |
| Assets (AUM) | — | ₹2,501 Cr | ₹487 Cr |
| Disclosed history | — | 2.3 yrs | 3.3 yrs |
| Holdings · top ten weight | none disclosed | 57 · 42% | 30 · 86% |
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.