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 Long Term | SBI Long Term | |
|---|---|---|
| UTI Long Term | itself | 14% |
| SBI Long Term | 14% | itself |
Most alike: UTI Long Term Fund and SBI Long Term Fund share 14% 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 Long Term | SBI Long Term |
|---|---|---|
| Category | Long Term | Long Term |
| Share of three-year stretches it beat its category P4 | 0% of 7 | 70% of 10 |
| Regular plan costs more than Direct by, a year P5 | 0.97% | 0.43% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Pankaj Pathak · 10 mo | Ardhendu Bhattacharya · ≥ 3 mo |
| 1-year return | 2.4% | 2.6% |
| 3 years p.a. | 5.5% | 6.0% |
| 5 years p.a. | — | — |
| Deepest fall (max drawdown) | −5.7% | −4.5% |
| Assets (AUM) | ₹69 Cr | ₹1,424 Cr |
| Disclosed history | 3.5 yrs | 3.7 yrs |
| Holdings · top ten weight | 7 · 100% | 8 · 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.