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
| HDFC DIVIDEND YIELD | UTI - Dividend Yield | |
|---|---|---|
| HDFC DIVIDEND YIELD | itself | 41% |
| UTI - Dividend Yield | 41% | itself |
Most alike: HDFC DIVIDEND YIELD FUND and UTI - Dividend Yield Fund share 41% 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 | HDFC DIVIDEND YIELD | UTI - Dividend Yield |
|---|---|---|
| Category | Dividend Yield | Dividend Yield |
| Share of three-year stretches it beat its category P4 | 32% of 34 | 70% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | not measured |
| Portfolio turned over a year P1 | 39% | 46% |
| Run by P7 | not known | Amit Premchandani · 3.8 yrs |
| 1-year return | −7.8% | −2.7% |
| 3 years p.a. | 6.0% | 12.5% |
| 5 years p.a. | 8.6% | 10.4% |
| Deepest fall (max drawdown) | −27.9% | −18.2% |
| Assets (AUM) | ₹5,659 Cr | ₹3,780 Cr |
| Disclosed history | 2.4 yrs | 12 yrs |
| Holdings · top ten weight | 130 · 31% | 63 · 36% |
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.