Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.
5 of 6 chosen
Add another Equity Funds fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Axis Nifty Smallcap 50 Index | Aditya Birla Sun Life Nifty India Defence Index | UTI - Nifty Next 50 Index | UTI Nifty 200 Quality 30 Index | Axis Nifty 50 Index |
|---|---|---|---|---|---|
| Axis Nifty Smallcap 50 IndexEquity Funds | itself | Axis Nifty Smallcap 50 Index and Aditya Birla Sun Life Nifty India Defence Index share 0% of their portfolios | Axis Nifty Smallcap 50 Index and UTI - Nifty Next 50 Index share 0% of their portfolios | Axis Nifty Smallcap 50 Index and UTI Nifty 200 Quality 30 Index share 0% of their portfolios | Axis Nifty Smallcap 50 Index and Axis Nifty 50 Index share 0% of their portfolios |
| Aditya Birla Sun Life Nifty India Defence IndexEquity Funds | Aditya Birla Sun Life Nifty India Defence Index and Axis Nifty Smallcap 50 Index share 0% of their portfolios | itself | Aditya Birla Sun Life Nifty India Defence Index and UTI - Nifty Next 50 Index share 6% of their portfolios | Aditya Birla Sun Life Nifty India Defence Index and UTI Nifty 200 Quality 30 Index share 13% of their portfolios | Aditya Birla Sun Life Nifty India Defence Index and Axis Nifty 50 Index share 1% of their portfolios |
| UTI - Nifty Next 50 IndexEquity Funds | UTI - Nifty Next 50 Index and Axis Nifty Smallcap 50 Index share 0% of their portfolios | UTI - Nifty Next 50 Index and Aditya Birla Sun Life Nifty India Defence Index share 6% of their portfolios | itself | UTI - Nifty Next 50 Index and UTI Nifty 200 Quality 30 Index share 18% of their portfolios | UTI - Nifty Next 50 Index and Axis Nifty 50 Index share 0% of their portfolios |
| UTI Nifty 200 Quality 30 IndexEquity Funds | UTI Nifty 200 Quality 30 Index and Axis Nifty Smallcap 50 Index share 0% of their portfolios | UTI Nifty 200 Quality 30 Index and Aditya Birla Sun Life Nifty India Defence Index share 13% of their portfolios | UTI Nifty 200 Quality 30 Index and UTI - Nifty Next 50 Index share 18% of their portfolios | itself | UTI Nifty 200 Quality 30 Index and Axis Nifty 50 Index share 16% of their portfolios |
| Axis Nifty 50 IndexEquity Funds | Axis Nifty 50 Index and Axis Nifty Smallcap 50 Index share 0% of their portfolios | Axis Nifty 50 Index and Aditya Birla Sun Life Nifty India Defence Index share 1% of their portfolios | Axis Nifty 50 Index and UTI - Nifty Next 50 Index share 0% of their portfolios | Axis Nifty 50 Index and UTI Nifty 200 Quality 30 Index share 16% of their portfolios | itself |
Closest pair: UTI - Nifty Next 50 Index Fund and UTI Nifty 200 Quality 30 Index Fund share 18% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
Read a cell as: of everything the two funds hold, this much is the same holding at the same weight. It is symmetric — the pair above the diagonal and the pair below it are one number shown twice. A pair at 0% holds nothing in common, which is a real answer, and often the useful one.
Side by side
record, cost, returns, drawdown, size
| Measure | Axis Nifty Smallcap 50 Index | Aditya Birla Sun Life Nifty India Defence Index | UTI - Nifty Next 50 Index | UTI Nifty 200 Quality 30 Index | Axis Nifty 50 Index |
|---|---|---|---|---|---|
| Category | Equity Funds | Equity Funds | Equity Funds | Equity Funds | Equity Funds |
| Fund house | Axis Asset Management Co. Ltd. | Aditya Birla Sun Life AMC Limited | UTI Asset Mgmt. Co. Ltd. | UTI Asset Mgmt. Co. Ltd. | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 100% of 19 | not measured | 100% of 30 | not measured | 0% of 22 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 0.85% points | 0.56% points | 0.46% points | 0.31% points |
| Portfolio turned over a year P1 | 101% | 51% | 55% | 44% | 32% |
| Run by P7 | not known | not known | Sharwan Kumar Goyal · 8.3 yrs | Ayush Jain · 2.0 yrs | not known |
| 1-year return | 13.3% | 14.3% | 3.7% | −5.4% | −6.2% |
| 3 years p.a. | 20.0% | — | 17.4% | — | 6.9% |
| 5 years p.a. | — | — | 11.8% | — | — |
| Deepest fall (max drawdown) | −24.9% | −27.8% | −26.5% | −22.6% | −15.4% |
| Assets (AUM) | ₹621 Cr | ₹1,135 Cr | ₹7,136 Cr | ₹546 Cr | ₹968 Cr |
| Disclosed history | 4.3 yrs | 2.1 yrs | 8.2 yrs | 2.0 yrs | 4.5 yrs |
| Holdings · top ten weight | 52 · 34% | 21 · 88% | 51 · 34% | 31 · 46% | 52 · 53% |
Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.