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
| Aditya Birla Sun Life Retirement Fund-The 30s Plan | UTI Retirement | |
|---|---|---|
| Aditya Birla Sun Life Retirement Fund-The 30s Plan | itself | 13% |
| UTI Retirement | 13% | itself |
Most alike: Aditya Birla Sun Life Retirement Fund-The 30s Plan and UTI Retirement Fund share 13% 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 | Aditya Birla Sun Life Retirement Fund-The 30s Plan | UTI Retirement |
|---|---|---|
| Category | Retirement | Retirement |
| Share of three-year stretches it beat its category P4 | 64% of 55 | 17% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.68% | not measured |
| Portfolio turned over a year P1 | 85% | 23% |
| Run by P7 | Jonas Bhutta · ≥ 6 mo | V Srivatsa · 17 yrs |
| 1-year return | 12.5% | 1.4% |
| 3 years p.a. | 16.5% | 8.7% |
| 5 years p.a. | 12.3% | 8.7% |
| Deepest fall (max drawdown) | −19.0% | −6.3% |
| Assets (AUM) | ₹469 Cr | ₹4,714 Cr |
| Disclosed history | 7.5 yrs | 12 yrs |
| Holdings · top ten weight | 79 · 28% | 124 · 42% |
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.