Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.
5 of 6 chosen
Add another Equity Funds fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | UTI Nifty 200 Momentum 30 Index | Axis Nifty Smallcap 50 Index | UTI Nifty 500 Value 50 Index | UTI Nifty 200 Quality 30 Index | Axis Nifty 50 Index |
|---|---|---|---|---|---|
| UTI Nifty 200 Momentum 30 IndexEquity Funds | itself | UTI Nifty 200 Momentum 30 Index and Axis Nifty Smallcap 50 Index share 0% of their portfolios | UTI Nifty 200 Momentum 30 Index and UTI Nifty 500 Value 50 Index share 19% of their portfolios | UTI Nifty 200 Momentum 30 Index and UTI Nifty 200 Quality 30 Index share 8% of their portfolios | UTI Nifty 200 Momentum 30 Index and Axis Nifty 50 Index share 6% of their portfolios |
| Axis Nifty Smallcap 50 IndexEquity Funds | Axis Nifty Smallcap 50 Index and UTI Nifty 200 Momentum 30 Index share 0% of their portfolios | itself | Axis Nifty Smallcap 50 Index and UTI Nifty 500 Value 50 Index share 10% of their portfolios | Axis Nifty Smallcap 50 Index and UTI Nifty 200 Quality 30 Index share 0% of their portfolios | Axis Nifty Smallcap 50 Index and Axis Nifty 50 Index share 0% of their portfolios |
| UTI Nifty 500 Value 50 IndexEquity Funds | UTI Nifty 500 Value 50 Index and UTI Nifty 200 Momentum 30 Index share 19% of their portfolios | UTI Nifty 500 Value 50 Index and Axis Nifty Smallcap 50 Index share 10% of their portfolios | itself | UTI Nifty 500 Value 50 Index and UTI Nifty 200 Quality 30 Index share 4% of their portfolios | UTI Nifty 500 Value 50 Index and Axis Nifty 50 Index share 11% of their portfolios |
| UTI Nifty 200 Quality 30 IndexEquity Funds | UTI Nifty 200 Quality 30 Index and UTI Nifty 200 Momentum 30 Index share 8% of their portfolios | UTI Nifty 200 Quality 30 Index and Axis Nifty Smallcap 50 Index share 0% of their portfolios | UTI Nifty 200 Quality 30 Index and UTI Nifty 500 Value 50 Index share 4% of their portfolios | itself | UTI Nifty 200 Quality 30 Index and Axis Nifty 50 Index share 16% of their portfolios |
| Axis Nifty 50 IndexEquity Funds | Axis Nifty 50 Index and UTI Nifty 200 Momentum 30 Index share 6% of their portfolios | Axis Nifty 50 Index and Axis Nifty Smallcap 50 Index share 0% of their portfolios | Axis Nifty 50 Index and UTI Nifty 500 Value 50 Index share 11% of their portfolios | Axis Nifty 50 Index and UTI Nifty 200 Quality 30 Index share 16% of their portfolios | itself |
Closest pair: UTI Nifty 200 Momentum 30 Index Fund and UTI Nifty 500 Value 50 Index Fund share 19% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
Read a cell as: of everything the two funds hold, this much is the same holding at the same weight. It is symmetric — the pair above the diagonal and the pair below it are one number shown twice. A pair at 0% holds nothing in common, which is a real answer, and often the useful one.
Side by side
record, cost, returns, drawdown, size
| Measure | UTI Nifty 200 Momentum 30 Index | Axis Nifty Smallcap 50 Index | UTI Nifty 500 Value 50 Index | UTI Nifty 200 Quality 30 Index | Axis Nifty 50 Index |
|---|---|---|---|---|---|
| Category | Equity Funds | Equity Funds | Equity Funds | Equity Funds | Equity Funds |
| Fund house | UTI Asset Mgmt. Co. Ltd. | Axis Asset Management Co. Ltd. | UTI Asset Mgmt. Co. Ltd. | UTI Asset Mgmt. Co. Ltd. | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 80% of 30 | 100% of 19 | 100% of 5 | not measured | 0% of 22 |
| Regular plan costs more than Direct by, a year P5 | 0.56% points | 0.86% points | 0.59% points | 0.46% points | 0.31% points |
| Portfolio turned over a year P1 | 164% | 101% | 54% | 44% | 32% |
| Run by P7 | Sharwan Kumar Goyal · 5.5 yrs | not known | Ayush Jain · 3.3 yrs | Ayush Jain · 2.0 yrs | not known |
| 1-year return | −1.8% | 13.3% | 9.0% | −5.4% | −6.2% |
| 3 years p.a. | 10.5% | 20.0% | 21.5% | — | 6.9% |
| 5 years p.a. | 9.6% | — | — | — | — |
| Deepest fall (max drawdown) | −31.5% | −24.9% | −22.6% | −22.6% | −15.4% |
| Assets (AUM) | ₹8,381 Cr | ₹621 Cr | ₹797 Cr | ₹546 Cr | ₹968 Cr |
| Disclosed history | 5.4 yrs | 4.3 yrs | 3.3 yrs | 2.0 yrs | 4.5 yrs |
| Holdings · top ten weight | 31 · 49% | 52 · 34% | 51 · 49% | 31 · 46% | 52 · 53% |
Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.