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) | Franklin India Focused Equity | |
|---|---|---|
| UTI Focused Fund (30 stocks) | itself | 44% |
| Franklin India Focused Equity | 44% | itself |
Most alike: UTI Focused Fund (30 stocks) and Franklin India Focused Equity Fund share 44% 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) | Franklin India Focused Equity |
|---|---|---|
| Category | Focused | Focused |
| Share of three-year stretches it beat its category P4 | 27% of 26 | 47% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.60% | 1.10% |
| Portfolio turned over a year P1 | 99% | 54% |
| Run by P7 | Vishal Chopda · 4.3 yrs | not known |
| 1-year return | −1.8% | −9.4% |
| 3 years p.a. | 10.3% | 8.1% |
| 5 years p.a. | 10.0% | 9.6% |
| Deepest fall (max drawdown) | −19.3% | −17.8% |
| Assets (AUM) | ₹2,443 Cr | ₹11,566 Cr |
| Disclosed history | 5.0 yrs | 12 yrs |
| Holdings · top ten weight | 31 · 53% | 30 · 60% |
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.