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 - Dual Advantage Fixed Term Fund Series IV-IV (1997 Days) | HDFC FMP 1861D March 2022 | |
|---|---|---|
| UTI - Dual Advantage Fixed Term Fund Series IV-IV (1997 Days) | itself | 0% |
| HDFC FMP 1861D March 2022 | 0% | itself |
Most alike: UTI - Dual Advantage Fixed Term Fund Series IV-IV (1997 Days) 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 - Dual Advantage Fixed Term Fund Series IV-IV (1997 Days) | HDFC FMP 1861D March 2022 |
|---|---|---|
| Category | Income | Income |
| Share of three-year stretches it beat its category P4 | 73% of 30 | 89% of 19 |
| Regular plan costs more than Direct by, a year P5 | 1.03% points | 0.17% points |
| Portfolio turned over a year P1 | 16% | not measured |
| Run by P7 | not known | not known |
| 1-year return | 4.9% | 6.0% |
| 3 years p.a. | 11.0% | 7.5% |
| 5 years p.a. | 9.3% | — |
| Deepest fall (max drawdown) | not computed | −0.3% |
| Assets (AUM) | ₹17 Cr | ₹500 Cr |
| Disclosed history | 5.3 yrs | — |
| Holdings · top ten weight | 15 · 98% | — · — |
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.