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 BSE Sensex Index | UTI Nifty 200 Momentum 30 Index | |
|---|---|---|
| UTI BSE Sensex Index | itself | 3% |
| UTI Nifty 200 Momentum 30 Index | 3% | itself |
Most alike: UTI BSE Sensex Index Fund and UTI Nifty 200 Momentum 30 Index Fund share 3% 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 BSE Sensex Index | UTI Nifty 200 Momentum 30 Index |
|---|---|---|
| Category | Equity Funds | Equity Funds |
| Share of three-year stretches it beat its category P4 | 0% of 20 | 80% of 30 |
| Regular plan costs more than Direct by, a year P5 | 0.10% | 0.56% |
| Portfolio turned over a year P1 | 30% | 164% |
| Run by P7 | Sharwan Kumar Goyal · 4.7 yrs | Sharwan Kumar Goyal · 5.5 yrs |
| 1-year return | −8.1% | −1.8% |
| 3 years p.a. | 5.1% | 10.5% |
| 5 years p.a. | — | 9.6% |
| Deepest fall (max drawdown) | −16.1% | −31.5% |
| Assets (AUM) | ₹196 Cr | ₹8,381 Cr |
| Disclosed history | 4.6 yrs | 5.4 yrs |
| Holdings · top ten weight | 31 · 64% | 31 · 49% |
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.