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 - Nifty Next 50 Index | UTI Nifty 500 Value 50 Index | |
|---|---|---|
| UTI - Nifty Next 50 Index | itself | 18% |
| UTI Nifty 500 Value 50 Index | 18% | itself |
Most alike: UTI - Nifty Next 50 Index Fund and UTI Nifty 500 Value 50 Index Fund share 18% 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 - Nifty Next 50 Index | UTI Nifty 500 Value 50 Index |
|---|---|---|
| Category | Equity Funds | Equity Funds |
| Share of three-year stretches it beat its category P4 | 100% of 30 | 100% of 5 |
| Regular plan costs more than Direct by, a year P5 | 0.56% | 0.59% |
| Portfolio turned over a year P1 | 55% | 54% |
| Run by P7 | Sharwan Kumar Goyal · 8.3 yrs | Ayush Jain · 3.3 yrs |
| 1-year return | 3.7% | 9.0% |
| 3 years p.a. | 17.4% | 21.5% |
| 5 years p.a. | 11.8% | — |
| Deepest fall (max drawdown) | −26.5% | −22.6% |
| Assets (AUM) | ₹7,136 Cr | ₹797 Cr |
| Disclosed history | 8.2 yrs | 3.3 yrs |
| Holdings · top ten weight | 51 · 34% | 51 · 49% |
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.