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
| HDFC NIFTY 100 Equal Weight Index | UTI Nifty 50 Index | |
|---|---|---|
| HDFC NIFTY 100 Equal Weight Index | itself | 46% |
| UTI Nifty 50 Index | 46% | itself |
Most alike: HDFC NIFTY 100 Equal Weight Index Fund and UTI Nifty 50 Index Fund share 46% 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 | HDFC NIFTY 100 Equal Weight Index | UTI Nifty 50 Index |
|---|---|---|
| Category | Index Funds | Index Funds |
| Share of three-year stretches it beat its category P4 | 100% of 20 | 79% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.53% | 0.11% |
| Portfolio turned over a year P1 | 51% | 32% |
| Run by P7 | not known | Sharwan Kumar Goyal · 8.2 yrs |
| 1-year return | 1.0% | −6.3% |
| 3 years p.a. | 13.9% | 6.9% |
| 5 years p.a. | — | 6.9% |
| Deepest fall (max drawdown) | −21.6% | −15.5% |
| Assets (AUM) | ₹533 Cr | ₹29,204 Cr |
| Disclosed history | 2.4 yrs | 12 yrs |
| Holdings · top ten weight | 102 · 12% | 52 · 53% |
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.