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
| HSBC NIFTY 50 Index | UTI - Nifty Next 50 Index | |
|---|---|---|
| HSBC NIFTY 50 Index | itself | 0% |
| UTI - Nifty Next 50 Index | 0% | itself |
Most alike: HSBC NIFTY 50 Index Fund and UTI - Nifty Next 50 Index 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 | HSBC NIFTY 50 Index | UTI - Nifty Next 50 Index |
|---|---|---|
| Category | Equity Funds | Equity Funds |
| Share of three-year stretches it beat its category P4 | 0% of 11 | 100% of 30 |
| Regular plan costs more than Direct by, a year P5 | 0.23% | 0.56% |
| Portfolio turned over a year P1 | 34% | 55% |
| Run by P7 | Praveen Ayathan · 6.3 yrs | Sharwan Kumar Goyal · 8.3 yrs |
| 1-year return | −6.3% | 3.7% |
| 3 years p.a. | 6.8% | 17.4% |
| 5 years p.a. | — | 11.8% |
| Deepest fall (max drawdown) | −15.5% | −26.5% |
| Assets (AUM) | ₹392 Cr | ₹7,136 Cr |
| Disclosed history | 3.8 yrs | 8.2 yrs |
| Holdings · top ten weight | 52 · 53% | 51 · 34% |
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.