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
| Sahara Wealth Plus Fund - Fixed Pricing Option | UTI - Focussed Equity Fund - Series V (1102 Days) | |
|---|---|---|
| Sahara Wealth Plus Fund - Fixed Pricing Option | itself | 0% |
| UTI - Focussed Equity Fund - Series V (1102 Days) | 0% | itself |
Most alike: Sahara Wealth Plus Fund - Fixed Pricing Option and UTI - Focussed Equity Fund - Series V (1102 Days) share 0% 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 | Sahara Wealth Plus Fund - Fixed Pricing Option | UTI - Focussed Equity Fund - Series V (1102 Days) |
|---|---|---|
| Category | Growth | Growth |
| Share of three-year stretches it beat its category P4 | 0% of 31 | 100% of 1 |
| Regular plan costs more than Direct by, a year P5 | 0.42% points | 1.33% points |
| Portfolio turned over a year P1 | not measured | 74% |
| Run by P7 | not known | not known |
| 1-year return | −25.0% | 13.0% |
| 3 years p.a. | −9.2% | 5.4% |
| 5 years p.a. | −2.6% | — |
| Deepest fall (max drawdown) | not computed | not computed |
| Assets (AUM) | ₹1 Cr | ₹547 Cr |
| Disclosed history | — | 2.9 yrs |
| Holdings · top ten weight | — · — | 24 · 70% |
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.