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
| Union Gilt | Kotak Gilt | |
|---|---|---|
| Union Gilt | itself | 0% |
| Kotak Gilt | 0% | itself |
Most alike: Union Gilt Fund and Kotak Gilt Fund share 0% 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 | Union Gilt | Kotak Gilt |
|---|---|---|
| Category | Gilt | Gilt |
| Share of three-year stretches it beat its category P4 | 0% of 14 | 74% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.50% | 1.17% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Anindya Sarkar · 4.1 yrs | not known |
| 1-year return | 1.6% | 3.2% |
| 3 years p.a. | 5.1% | 5.7% |
| 5 years p.a. | — | 5.4% |
| Deepest fall (max drawdown) | −6.5% | −4.7% |
| Assets (AUM) | ₹88 Cr | ₹2,349 Cr |
| Disclosed history | 2.2 yrs | — |
| Holdings · top ten weight | 5 · 100% | — · — |
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.