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.
4 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 | UTI Bluechip Flexicap | ICICI Prudential Bharat Consumption Fund - Series 1 | Reliance Focused Large Cap | ICICI Prudential Value Fund - Series 16 |
|---|---|---|---|---|
| UTI Bluechip FlexicapGrowth | itself | UTI Bluechip Flexicap and ICICI Prudential Bharat Consumption Fund - Series 1 share 10% of their portfolios | UTI Bluechip Flexicap and Reliance Focused Large Cap share 18% of their portfolios | UTI Bluechip Flexicap and ICICI Prudential Value Fund - Series 16 share 0% of their portfolios |
| ICICI Prudential Bharat Consumption Fund - Series 1Growth | ICICI Prudential Bharat Consumption Fund - Series 1 and UTI Bluechip Flexicap share 10% of their portfolios | itself | ICICI Prudential Bharat Consumption Fund - Series 1 and Reliance Focused Large Cap share 5% of their portfolios | ICICI Prudential Bharat Consumption Fund - Series 1 and ICICI Prudential Value Fund - Series 16 share 0% of their portfolios |
| Reliance Focused Large CapGrowth | Reliance Focused Large Cap and UTI Bluechip Flexicap share 18% of their portfolios | Reliance Focused Large Cap and ICICI Prudential Bharat Consumption Fund - Series 1 share 5% of their portfolios | itself | Reliance Focused Large Cap and ICICI Prudential Value Fund - Series 16 share 0% of their portfolios |
| ICICI Prudential Value Fund - Series 16Growth | ICICI Prudential Value Fund - Series 16 and UTI Bluechip Flexicap share 0% of their portfolios | ICICI Prudential Value Fund - Series 16 and ICICI Prudential Bharat Consumption Fund - Series 1 share 0% of their portfolios | ICICI Prudential Value Fund - Series 16 and Reliance Focused Large Cap share 0% of their portfolios | itself |
Closest pair: UTI Bluechip Flexicap Fund and Reliance Focused Large Cap Fund share 18% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
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 Bluechip Flexicap | ICICI Prudential Bharat Consumption Fund - Series 1 | Reliance Focused Large Cap | ICICI Prudential Value Fund - Series 16 |
|---|---|---|---|---|
| Category | Growth | Growth | Growth | Growth |
| Fund house | UTI Asset Mgmt. Co. Ltd. | ICICI Prudential Asset Management Company Limited | Nippon Life India Asset Management Limited | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | not measured | 75% of 8 | 0% of 8 | 63% of 8 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.81% points | 0.80% points | 0.93% points |
| Portfolio turned over a year P1 | 35% | 132% | 82% | 79% |
| Run by P7 | not known | not known | not known | Sankaran Naren · 3.6 yrs |
| 1-year return | — | 53.9% | 9.6% | 15.9% |
| 3 years p.a. | — | 17.3% | 10.0% | 6.2% |
| 5 years p.a. | — | — | — | — |
| Deepest fall (max drawdown) | not computed | not computed | not computed | not computed |
| Assets (AUM) | ₹2,501 Cr | ₹487 Cr | ₹11,819 Cr | ₹463 Cr |
| Disclosed history | 2.3 yrs | 3.3 yrs | 5.7 yrs | 3.3 yrs |
| Holdings · top ten weight | 57 · 42% | 30 · 86% | 50 · 52% | 3 · 100% |
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.