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
| Axis Retirement Fund - Dynamic Plan | UTI Retirement | |
|---|---|---|
| Axis Retirement Fund - Dynamic Plan | itself | 23% |
| UTI Retirement | 23% | itself |
Most alike: Axis Retirement Fund - Dynamic Plan and UTI Retirement Fund share 23% 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 | Axis Retirement Fund - Dynamic Plan | UTI Retirement |
|---|---|---|
| Category | Retirement | Retirement |
| Share of three-year stretches it beat its category P4 | 65% of 46 | 17% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.71% | not measured |
| Portfolio turned over a year P1 | 49% | 23% |
| Run by P7 | not known | V Srivatsa · 17 yrs |
| 1-year return | −0.8% | 1.4% |
| 3 years p.a. | 12.2% | 8.7% |
| 5 years p.a. | 8.2% | 8.7% |
| Deepest fall (max drawdown) | −15.7% | −6.3% |
| Assets (AUM) | ₹281 Cr | ₹4,714 Cr |
| Disclosed history | 5.9 yrs | 12 yrs |
| Holdings · top ten weight | 97 · 43% | 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.