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
| UTI Focused Fund (30 stocks) | SBI FOCUSED | |
|---|---|---|
| UTI Focused Fund (30 stocks) | itself | 26% |
| SBI FOCUSED | 26% | itself |
Most alike: UTI Focused Fund (30 stocks) and SBI FOCUSED FUND share 26% 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 | UTI Focused Fund (30 stocks) | SBI FOCUSED |
|---|---|---|
| Category | Focused | Focused |
| Share of three-year stretches it beat its category P4 | 27% of 26 | 63% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.60% | 1.06% |
| Portfolio turned over a year P1 | 99% | 69% |
| Run by P7 | Vishal Chopda · 4.3 yrs | R Srinivasan · ≥ 3 mo |
| 1-year return | −1.8% | 10.6% |
| 3 years p.a. | 10.3% | 15.8% |
| 5 years p.a. | 10.0% | 11.8% |
| Deepest fall (max drawdown) | −19.3% | −12.9% |
| Assets (AUM) | ₹2,443 Cr | ₹50,084 Cr |
| Disclosed history | 5.0 yrs | 1.3 yrs |
| Holdings · top ten weight | 31 · 53% | 31 · 58% |
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.