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
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) | UTI - Dividend Yield | |
|---|---|---|
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) | itself | 47% |
| UTI - Dividend Yield | 47% | itself |
Most alike: Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) and UTI - Dividend Yield Fund share 47% 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 | Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) | UTI - Dividend Yield |
|---|---|---|
| Category | Dividend Yield | Dividend Yield |
| Share of three-year stretches it beat its category P4 | 0% of 21 | 70% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | not measured |
| Portfolio turned over a year P1 | 41% | 46% |
| Run by P7 | Siddarth Mohta · 7 mo | Amit Premchandani · 3.8 yrs |
| 1-year return | −10.8% | −2.7% |
| 3 years p.a. | 2.2% | 12.5% |
| 5 years p.a. | — | 10.4% |
| Deepest fall (max drawdown) | −23.7% | −18.2% |
| Assets (AUM) | ₹825 Cr | ₹3,780 Cr |
| Disclosed history | 4.7 yrs | 12 yrs |
| Holdings · top ten weight | 61 · 36% | 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.