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
The largest fund in each of these kinds, to start from — or search above:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Reliance Capital Builder Fund II - Series C | UTI - Focussed Equity Fund - Series V (1102 Days) | Nippon India Multi Cap | Nippon India Small Cap |
|---|---|---|---|---|
| Reliance Capital Builder Fund II - Series CGrowth | itself | Reliance Capital Builder Fund II - Series C and UTI - Focussed Equity Fund - Series V (1102 Days) share 23% of their portfolios | Reliance Capital Builder Fund II - Series C and Nippon India Multi Cap share 20% of their portfolios | Reliance Capital Builder Fund II - Series C and Nippon India Small Cap share 4% of their portfolios |
| UTI - Focussed Equity Fund - Series V (1102 Days)Growth | UTI - Focussed Equity Fund - Series V (1102 Days) and Reliance Capital Builder Fund II - Series C share 23% of their portfolios | itself | UTI - Focussed Equity Fund - Series V (1102 Days) and Nippon India Multi Cap share 20% of their portfolios | UTI - Focussed Equity Fund - Series V (1102 Days) and Nippon India Small Cap share 3% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and Reliance Capital Builder Fund II - Series C share 20% of their portfolios | Nippon India Multi Cap and UTI - Focussed Equity Fund - Series V (1102 Days) share 20% of their portfolios | itself | Nippon India Multi Cap and Nippon India Small Cap share 20% of their portfolios |
| Nippon India Small CapSmall Cap | Nippon India Small Cap and Reliance Capital Builder Fund II - Series C share 4% of their portfolios | Nippon India Small Cap and UTI - Focussed Equity Fund - Series V (1102 Days) share 3% of their portfolios | Nippon India Small Cap and Nippon India Multi Cap share 20% of their portfolios | itself |
Closest pair: Reliance Capital Builder Fund II - Series C and UTI - Focussed Equity Fund - Series V (1102 Days) share 23% 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 | Reliance Capital Builder Fund II - Series C | UTI - Focussed Equity Fund - Series V (1102 Days) | Nippon India Multi Cap | Nippon India Small Cap |
|---|---|---|---|---|
| Category | Growth | Growth | Multi Cap | Small Cap |
| Fund house | Nippon Life India Asset Management Limited | UTI Asset Mgmt. Co. Ltd. | Nippon Life India Asset Management Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | not measured | 100% of 1 | 50% of 109 | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.13% points | 1.33% points | 0.84% points | 1.10% points |
| Portfolio turned over a year P1 | 62% | 74% | 66% | 68% |
| Run by P7 | not known | not known | Sailesh Raj Bhan · 21 yrs | Samir Rachh · 9.6 yrs |
| 1-year return | 7.4% | 13.0% | −1.4% | 8.9% |
| 3 years p.a. | — | 5.4% | 13.5% | 16.1% |
| 5 years p.a. | — | — | 16.4% | 19.0% |
| Deepest fall (max drawdown) | not computed | not computed | −18.6% | −24.2% |
| Assets (AUM) | ₹490 Cr | ₹547 Cr | ₹53,760 Cr | ₹76,236 Cr |
| Disclosed history | 3.0 yrs | 2.9 yrs | 14 yrs | 14 yrs |
| Holdings · top ten weight | 42 · 46% | 24 · 70% | 123 · 29% | 257 · 16% |
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.