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
| SBI Retirement Benefit Fund - Aggressive Plan | UTI Retirement | |
|---|---|---|
| SBI Retirement Benefit Fund - Aggressive Plan | itself | 10% |
| UTI Retirement | 10% | itself |
Most alike: SBI Retirement Benefit Fund - Aggressive Plan and UTI Retirement Fund share 10% 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 | SBI Retirement Benefit Fund - Aggressive Plan | UTI Retirement |
|---|---|---|
| Category | Retirement | Retirement |
| Share of three-year stretches it beat its category P4 | 75% of 32 | 17% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.40% | not measured |
| Portfolio turned over a year P1 | 65% | 23% |
| Run by P7 | Ardhendu Bhattacharya · ≥ 3 mo | V Srivatsa · 17 yrs |
| 1-year return | 0.1% | 1.4% |
| 3 years p.a. | 8.9% | 8.7% |
| 5 years p.a. | 11.3% | 8.7% |
| Deepest fall (max drawdown) | −17.9% | −6.3% |
| Assets (AUM) | ₹3,158 Cr | ₹4,714 Cr |
| Disclosed history | 3.7 yrs | 12 yrs |
| Holdings · top ten weight | 59 · 35% | 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.