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 - Equity Savings | Axis Equity Savings | |
|---|---|---|
| UTI - Equity Savings | itself | 20% |
| Axis Equity Savings | 20% | itself |
Most alike: UTI - Equity Savings Fund and Axis Equity Savings Fund share 20% 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 - Equity Savings | Axis Equity Savings |
|---|---|---|
| Category | Equity Savings | Equity Savings |
| Share of three-year stretches it beat its category P4 | 53% of 62 | 8% of 62 |
| Regular plan costs more than Direct by, a year P5 | 0.99% | 1.35% |
| Portfolio turned over a year P1 | 41% | 53% |
| Run by P7 | V Srivatsa · 8.1 yrs | not known |
| 1-year return | 3.2% | 4.7% |
| 3 years p.a. | 8.2% | 9.6% |
| 5 years p.a. | 8.6% | 7.9% |
| Deepest fall (max drawdown) | −4.9% | −5.2% |
| Assets (AUM) | ₹849 Cr | ₹867 Cr |
| Disclosed history | 8.0 yrs | 5.9 yrs |
| Holdings · top ten weight | 78 · 48% | 168 · 71% |
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.