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 - Gold Exchange Traded | Nippon India ETF Gold BeES | |
|---|---|---|
| UTI - Gold Exchange Traded | itself | 0% |
| Nippon India ETF Gold BeES | 0% | itself |
Most alike: UTI - Gold Exchange Traded Fund and Nippon India ETF Gold BeES 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 | UTI - Gold Exchange Traded | Nippon India ETF Gold BeES |
|---|---|---|
| Category | Gold ETF | Gold ETF |
| Share of three-year stretches it beat its category P4 | 50% of 109 | 2% of 83 |
| Regular plan costs more than Direct by, a year P5 | not measured | not measured |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Ayush Jain · 1.3 yrs | Vikram Dhawan · 4.5 yrs |
| 1-year return | 36.3% | 35.2% |
| 3 years p.a. | 36.3% | 35.6% |
| 5 years p.a. | 26.4% | 25.9% |
| Deepest fall (max drawdown) | −21.2% | −22.3% |
| Assets (AUM) | ₹1,874 Cr | ₹54,376 Cr |
| Disclosed history | 12 yrs | 9.8 yrs |
| Holdings · top ten weight | 2 · 100% | 4 · 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.