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
| Invesco India Nifty 50 Exchange Traded | UTI BSE Sensex ETF | |
|---|---|---|
| Invesco India Nifty 50 Exchange Traded | itself | 83% |
| UTI BSE Sensex ETF | 83% | itself |
Most alike: Invesco India Nifty 50 Exchange Traded Fund and UTI BSE Sensex ETF share 83% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Side by side
record, cost, returns, drawdown, size
| Measure | Invesco India Nifty 50 Exchange Traded | UTI BSE Sensex ETF |
|---|---|---|
| Category | Equity ETF | Equity ETF |
| Share of three-year stretches it beat its category P4 | 74% of 109 | 61% of 97 |
| Regular plan costs more than Direct by, a year P5 | not measured | not measured |
| Portfolio turned over a year P1 | 32% | 30% |
| Run by P7 | Abhisek Bahinipati · ≥ 1 mo | Sharwan Kumar Goyal · 8.2 yrs |
| 1-year return | −90.7% | −8.0% |
| 3 years p.a. | −50.3% | 5.3% |
| 5 years p.a. | −32.6% | 6.1% |
| Deepest fall (max drawdown) | −91.1% | −16.1% |
| Assets (AUM) | ₹93 Cr | ₹56,225 Cr |
| Disclosed history | 11 yrs | 11 yrs |
| Holdings · top ten weight | 52 · 53% | 31 · 64% |
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.