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 | UTI Nifty 500 Value 50 Index | Aditya Birla Sun Life Nifty India Defence Index | Axis Nifty Smallcap 50 Index | Axis Nifty 50 Index | UTI - Nifty Next 50 Index |
|---|---|---|---|---|---|
| UTI Nifty 500 Value 50 IndexEquity Funds | itself | UTI Nifty 500 Value 50 Index and Aditya Birla Sun Life Nifty India Defence Index share 0% of their portfolios | UTI Nifty 500 Value 50 Index and Axis Nifty Smallcap 50 Index share 10% of their portfolios | UTI Nifty 500 Value 50 Index and Axis Nifty 50 Index share 11% of their portfolios | UTI Nifty 500 Value 50 Index and UTI - Nifty Next 50 Index share 18% of their portfolios |
| Aditya Birla Sun Life Nifty India Defence IndexEquity Funds | Aditya Birla Sun Life Nifty India Defence Index and UTI Nifty 500 Value 50 Index share 0% of their portfolios | itself | Aditya Birla Sun Life Nifty India Defence Index and Axis Nifty Smallcap 50 Index share 0% of their portfolios | Aditya Birla Sun Life Nifty India Defence Index and Axis Nifty 50 Index share 1% of their portfolios | Aditya Birla Sun Life Nifty India Defence Index and UTI - Nifty Next 50 Index share 6% of their portfolios |
| Axis Nifty Smallcap 50 IndexEquity Funds | Axis Nifty Smallcap 50 Index and UTI Nifty 500 Value 50 Index share 10% of their portfolios | Axis Nifty Smallcap 50 Index and Aditya Birla Sun Life Nifty India Defence Index share 0% of their portfolios | itself | Axis Nifty Smallcap 50 Index and Axis Nifty 50 Index share 0% of their portfolios | Axis Nifty Smallcap 50 Index and UTI - Nifty Next 50 Index share 0% of their portfolios |
| Axis Nifty 50 IndexEquity Funds | Axis Nifty 50 Index and UTI Nifty 500 Value 50 Index share 11% 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 Axis Nifty Smallcap 50 Index share 0% of their portfolios | itself | Axis Nifty 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 Aditya Birla Sun Life Nifty India Defence Index share 6% of their portfolios | UTI - Nifty Next 50 Index and Axis Nifty Smallcap 50 Index share 0% of their portfolios | UTI - Nifty Next 50 Index and Axis Nifty 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 | Aditya Birla Sun Life Nifty India Defence Index | Axis Nifty Smallcap 50 Index | Axis Nifty 50 Index | UTI - Nifty Next 50 Index |
|---|---|---|---|---|---|
| Category | Equity Funds | Equity Funds | Equity Funds | Equity Funds | Equity Funds |
| Fund house | UTI Asset Mgmt. Co. Ltd. | Aditya Birla Sun Life AMC Limited | Axis Asset Management 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 | not measured | 100% of 19 | 0% of 22 | 100% of 30 |
| Regular plan costs more than Direct by, a year P5 | 0.59% points | 0.85% points | 0.86% points | 0.31% points | 0.56% points |
| Portfolio turned over a year P1 | 54% | 51% | 101% | 32% | 55% |
| Run by P7 | Ayush Jain · 3.3 yrs | not known | not known | not known | Sharwan Kumar Goyal · 8.3 yrs |
| 1-year return | 9.0% | 14.3% | 13.3% | −6.2% | 3.7% |
| 3 years p.a. | 21.5% | — | 20.0% | 6.9% | 17.4% |
| 5 years p.a. | — | — | — | — | 11.8% |
| Deepest fall (max drawdown) | −22.6% | −27.8% | −24.9% | −15.4% | −26.5% |
| Assets (AUM) | ₹797 Cr | ₹1,135 Cr | ₹621 Cr | ₹968 Cr | ₹7,136 Cr |
| Disclosed history | 3.3 yrs | 2.1 yrs | 4.3 yrs | 4.5 yrs | 8.2 yrs |
| Holdings · top ten weight | 51 · 49% | 21 · 88% | 52 · 34% | 52 · 53% | 51 · 34% |
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.