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 | HSBC Equity Savings | |
|---|---|---|
| UTI - Equity Savings | itself | 20% |
| HSBC Equity Savings | 20% | itself |
Most alike: UTI - Equity Savings Fund and HSBC 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 | HSBC Equity Savings |
|---|---|---|
| Category | Equity Savings | Equity Savings |
| Share of three-year stretches it beat its category P4 | 53% of 62 | 100% of 11 |
| Regular plan costs more than Direct by, a year P5 | 0.99% | 0.99% |
| Portfolio turned over a year P1 | 41% | 154% |
| Run by P7 | V Srivatsa · 8.1 yrs | Cheenu Gupta · 5.1 yrs |
| 1-year return | 3.2% | 7.3% |
| 3 years p.a. | 8.2% | 13.1% |
| 5 years p.a. | 8.6% | — |
| Deepest fall (max drawdown) | −4.9% | −11.5% |
| Assets (AUM) | ₹849 Cr | ₹1,410 Cr |
| Disclosed history | 8.0 yrs | 3.8 yrs |
| Holdings · top ten weight | 78 · 48% | 114 · 34% |
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.