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 Medium Term | HDFC Medium Term | |
|---|---|---|
| UTI Medium Term | itself | 3% |
| HDFC Medium Term | 3% | itself |
Most alike: UTI Medium Term Fund and HDFC Medium Term Fund share 3% 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 Medium Term | HDFC Medium Term |
|---|---|---|
| Category | Medium Term | Medium Term |
| Share of three-year stretches it beat its category P4 | 21% of 102 | 72% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.72% | 0.73% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Abhishek Sonthalia · 10 mo | not known |
| 1-year return | 4.8% | 6.6% |
| 3 years p.a. | 6.8% | 7.8% |
| 5 years p.a. | 6.0% | 6.8% |
| Deepest fall (max drawdown) | −1.0% | −0.6% |
| Assets (AUM) | ₹37 Cr | ₹3,601 Cr |
| Disclosed history | 11 yrs | 1 mo |
| Holdings · top ten weight | 16 · 90% | 66 · 34% |
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.