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. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
3 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 | UTI Nifty 500 Value 50 Index | Axis Nifty Midcap 50 Index | UTI - Nifty Next 50 Index |
|---|---|---|---|
| UTI Nifty 500 Value 50 IndexEquity Funds | itself | UTI Nifty 500 Value 50 Index and Axis Nifty Midcap 50 Index share 9% of their portfolios | UTI Nifty 500 Value 50 Index and UTI - Nifty Next 50 Index share 18% of their portfolios |
| Axis Nifty Midcap 50 IndexEquity Funds | Axis Nifty Midcap 50 Index and UTI Nifty 500 Value 50 Index share 9% of their portfolios | itself | Axis Nifty Midcap 50 Index and UTI - Nifty Next 50 Index share 0% of their portfolios |
| UTI - Nifty Next 50 IndexEquity Funds | UTI - Nifty Next 50 Index and UTI Nifty 500 Value 50 Index share 18% of their portfolios | UTI - Nifty Next 50 Index and Axis Nifty Midcap 50 Index share 0% of their portfolios | itself |
Closest pair: UTI Nifty 500 Value 50 Index Fund and UTI - Nifty Next 50 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 | UTI Nifty 500 Value 50 Index | Axis Nifty Midcap 50 Index | UTI - Nifty Next 50 Index |
|---|---|---|---|
| Category | Equity Funds | Equity Funds | Equity Funds |
| Fund house | UTI Asset Mgmt. Co. Ltd. | Axis Asset Management Co. Ltd. | UTI Asset Mgmt. Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 100% of 5 | 100% of 19 | 100% of 30 |
| Regular plan costs more than Direct by, a year P5 | 0.59% points | 0.88% points | 0.56% points |
| Portfolio turned over a year P1 | 54% | 75% | 55% |
| Run by P7 | Ayush Jain · 3.3 yrs | not known | Sharwan Kumar Goyal · 8.3 yrs |
| 1-year return | 9.0% | 8.5% | 3.7% |
| 3 years p.a. | 21.5% | 16.0% | 17.4% |
| 5 years p.a. | — | — | 11.8% |
| Deepest fall (max drawdown) | −22.6% | −20.3% | −26.5% |
| Assets (AUM) | ₹797 Cr | ₹666 Cr | ₹7,136 Cr |
| Disclosed history | 3.3 yrs | 4.3 yrs | 8.2 yrs |
| Holdings · top ten weight | 51 · 49% | 52 · 33% | 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.