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 - Focussed Equity Fund - Series IV (1104 Days) | UTI - Focussed Equity Fund - Series V (1102 Days) | |
|---|---|---|
| UTI - Focussed Equity Fund - Series IV (1104 Days) | itself | 14% |
| UTI - Focussed Equity Fund - Series V (1102 Days) | 14% | itself |
Most alike: UTI - Focussed Equity Fund - Series IV (1104 Days) and UTI - Focussed Equity Fund - Series V (1102 Days) share 14% 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 - Focussed Equity Fund - Series IV (1104 Days) | UTI - Focussed Equity Fund - Series V (1102 Days) |
|---|---|---|
| Category | Growth | Growth |
| Share of three-year stretches it beat its category P4 | 100% of 2 | 100% of 1 |
| Regular plan costs more than Direct by, a year P5 | 1.22% points | 1.33% points |
| Portfolio turned over a year P1 | 106% | 74% |
| Run by P7 | not known | not known |
| 1-year return | 9.9% | 13.0% |
| 3 years p.a. | 2.0% | 5.4% |
| 5 years p.a. | — | — |
| Deepest fall (max drawdown) | not computed | not computed |
| Assets (AUM) | ₹23 Cr | ₹547 Cr |
| Disclosed history | 2.9 yrs | 2.9 yrs |
| Holdings · top ten weight | 12 · 98% | 24 · 70% |
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.