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.
1 of 6 chosen — one more and they can be compared
- UTI Capital Protection Oriented Scheme Series V-II (1135 Days)Uncategorised×
The largest fund in each of these kinds, to start from — or search above:
Side by side
record, cost, returns, drawdown, size
| Measure | UTI Capital Protection Oriented Scheme Series V-II (1135 Days) |
|---|---|
| Category | Uncategorised |
| Fund house | UTI Asset Mgmt. Co. Ltd. |
| Share of three-year stretches it beat its category P4 | not measured |
| Regular plan costs more than Direct by, a year P5 | 1.54% points |
| Portfolio turned over a year P1 | 6% |
| Run by P7 | not known |
| 1-year return | 8.2% |
| 3 years p.a. | 8.3% |
| 5 years p.a. | — |
| Deepest fall (max drawdown) | not computed |
| Assets (AUM) | ₹7 Cr |
| Disclosed history | 2.9 yrs |
| Holdings · top ten weight | 37 · 88% |
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.
One fund chosen. Add a second and the overlap between them appears here.