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Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.

5 of 6 chosen

  • ICICI Prudential Bharat Consumption Fund - Series 1Growth×
  • UTI Bluechip Flexicap FundGrowth×
  • UTI - Focussed Equity Fund - Series V (1102 Days)Growth×
  • ICICI Prudential Bharat Consumption Fund - Series 4Growth×
  • ICICI Prudential Value Fund - Series 16Growth×

Overlap

share of the portfolio the two funds hold in common

each fundagainst each otherICICI Prudential Bharat Consumption Fund - Series 1UTI Bluechip FlexicapUTI - Focussed Equity Fund - Series V (1102 Days)ICICI Prudential Bharat Consumption Fund - Series 4ICICI Prudential Value Fund - Series 16
ICICI Prudential Bharat Consumption Fund - Series 1Growth
itself
ICICI Prudential Bharat Consumption Fund - Series 1 and UTI Bluechip Flexicap share 10% of their portfolios
ICICI Prudential Bharat Consumption Fund - Series 1 and UTI - Focussed Equity Fund - Series V (1102 Days) share 4% of their portfolios
ICICI Prudential Bharat Consumption Fund - Series 1 and ICICI Prudential Bharat Consumption Fund - Series 4 share 12% of their portfolios
ICICI Prudential Bharat Consumption Fund - Series 1 and ICICI Prudential Value Fund - Series 16 share 0% of their portfolios
UTI Bluechip FlexicapGrowth
UTI Bluechip Flexicap and ICICI Prudential Bharat Consumption Fund - Series 1 share 10% of their portfolios
itself
UTI Bluechip Flexicap and UTI - Focussed Equity Fund - Series V (1102 Days) share 16% of their portfolios
UTI Bluechip Flexicap and ICICI Prudential Bharat Consumption Fund - Series 4 share 6% of their portfolios
UTI Bluechip Flexicap and ICICI Prudential Value Fund - Series 16 share 0% of their portfolios
UTI - Focussed Equity Fund - Series V (1102 Days)Growth
UTI - Focussed Equity Fund - Series V (1102 Days) and ICICI Prudential Bharat Consumption Fund - Series 1 share 4% of their portfolios
UTI - Focussed Equity Fund - Series V (1102 Days) and UTI Bluechip Flexicap share 16% of their portfolios
itself
UTI - Focussed Equity Fund - Series V (1102 Days) and ICICI Prudential Bharat Consumption Fund - Series 4 share 10% of their portfolios
UTI - Focussed Equity Fund - Series V (1102 Days) and ICICI Prudential Value Fund - Series 16 share 0% of their portfolios
ICICI Prudential Bharat Consumption Fund - Series 4Growth
ICICI Prudential Bharat Consumption Fund - Series 4 and ICICI Prudential Bharat Consumption Fund - Series 1 share 12% of their portfolios
ICICI Prudential Bharat Consumption Fund - Series 4 and UTI Bluechip Flexicap share 6% of their portfolios
ICICI Prudential Bharat Consumption Fund - Series 4 and UTI - Focussed Equity Fund - Series V (1102 Days) share 10% of their portfolios
itself
ICICI Prudential Bharat Consumption Fund - Series 4 and ICICI Prudential Value Fund - Series 16 share 0% of their portfolios
ICICI Prudential Value Fund - Series 16Growth
ICICI Prudential Value Fund - Series 16 and ICICI Prudential Bharat Consumption Fund - Series 1 share 0% of their portfolios
ICICI Prudential Value Fund - Series 16 and UTI Bluechip Flexicap share 0% of their portfolios
ICICI Prudential Value Fund - Series 16 and UTI - Focussed Equity Fund - Series V (1102 Days) share 0% of their portfolios
ICICI Prudential Value Fund - Series 16 and ICICI Prudential Bharat Consumption Fund - Series 4 share 0% of their portfolios
itself

Closest pair: UTI Bluechip Flexicap Fund and UTI - Focussed Equity Fund - Series V (1102 Days) share 16% 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

MeasureICICI Prudential Bharat Consumption Fund - Series 1UTI Bluechip FlexicapUTI - Focussed Equity Fund - Series V (1102 Days)ICICI Prudential Bharat Consumption Fund - Series 4ICICI Prudential Value Fund - Series 16
CategoryGrowthGrowthGrowthGrowthGrowth
Fund houseICICI Prudential Asset Management Company LimitedUTI Asset Mgmt. Co. Ltd.UTI Asset Mgmt. Co. Ltd.ICICI Prudential Asset Management Company LimitedICICI Prudential Asset Management Company Limited
Share of three-year stretches it beat its category P475% of 8not measured100% of 129% of 763% of 8
Regular plan costs more than Direct by, a year P50.81% pointsnot measured1.33% points0.77% points0.93% points
Portfolio turned over a year P1132%35%74%91%79%
Run by P7not knownnot knownnot knownnot knownSankaran Naren · 3.6 yrs
1-year return53.9%—13.0%22.1%15.9%
3 years p.a.17.3%—5.4%16.5%6.2%
5 years p.a.—————
Deepest fall (max drawdown)not computednot computednot computednot computednot computed
Assets (AUM)₹487 Cr₹2,501 Cr₹547 Cr₹481 Cr₹463 Cr
Disclosed history3.3 yrs2.3 yrs2.9 yrs3.3 yrs3.3 yrs
Holdings · top ten weight30 · 86%57 · 42%24 · 70%20 · 90%3 · 100%

Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.