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 Annual Interval Fund - II | HDFC FMP 1861D March 2022 | |
|---|---|---|
| UTI Annual Interval Fund - II | itself | 0% |
| HDFC FMP 1861D March 2022 | 0% | itself |
Most alike: UTI Annual Interval Fund - II and HDFC FMP 1861D March 2022 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 Annual Interval Fund - II | HDFC FMP 1861D March 2022 |
|---|---|---|
| Category | Income | Income |
| Share of three-year stretches it beat its category P4 | 0% of 91 | 89% of 19 |
| Regular plan costs more than Direct by, a year P5 | 0.12% points | 0.17% points |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | not known | not known |
| 1-year return | 6.9% | 6.0% |
| 3 years p.a. | 6.4% | 7.5% |
| 5 years p.a. | 5.2% | — |
| Deepest fall (max drawdown) | −0.0% | −0.3% |
| Assets (AUM) | ₹11 Cr | ₹500 Cr |
| Disclosed history | 6.6 yrs | — |
| Holdings · top ten weight | 1 · 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.