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
| Union Equity Savings | ICICI Prudential Equity Savings | |
|---|---|---|
| Union Equity Savings | itself | 29% |
| ICICI Prudential Equity Savings | 29% | itself |
Most alike: Union Equity Savings Fund and ICICI Prudential Equity Savings Fund share 29% 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 | Union Equity Savings | ICICI Prudential Equity Savings |
|---|---|---|
| Category | Equity Savings | Equity Savings |
| Share of three-year stretches it beat its category P4 | 6% of 62 | 42% of 106 |
| Regular plan costs more than Direct by, a year P5 | 0.58% | 0.70% |
| Portfolio turned over a year P1 | 94% | 54% |
| Run by P7 | Parijat Agrawal · 8.1 yrs | Manish Banthia · 12 yrs |
| 1-year return | 3.4% | 2.6% |
| 3 years p.a. | 7.0% | 6.8% |
| 5 years p.a. | 6.2% | 7.4% |
| Deepest fall (max drawdown) | −4.5% | −3.1% |
| Assets (AUM) | ₹130 Cr | ₹15,983 Cr |
| Disclosed history | 2.1 yrs | 11 yrs |
| Holdings · top ten weight | 97 · 48% | 145 · 47% |
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.