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 Innovation | ICICI Prudential Technology | |
|---|---|---|
| UTI Innovation | itself | 13% |
| ICICI Prudential Technology | 13% | itself |
Most alike: UTI Innovation Fund and ICICI Prudential Technology Fund share 13% 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 Innovation | ICICI Prudential Technology |
|---|---|---|
| Category | Sectoral/ Thematic | Sectoral/ Thematic |
| Share of three-year stretches it beat its category P4 | not measured | 58% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.48% | 0.98% |
| Portfolio turned over a year P1 | 62% | 61% |
| Run by P7 | Nitin Jain · 1.9 yrs | Vaibhav Dusad · 6.3 yrs |
| 1-year return | −2.2% | −12.1% |
| 3 years p.a. | — | 5.3% |
| 5 years p.a. | — | 3.4% |
| Deepest fall (max drawdown) | −31.5% | −28.0% |
| Assets (AUM) | ₹790 Cr | ₹13,677 Cr |
| Disclosed history | 2.9 yrs | 13 yrs |
| Holdings · top ten weight | 34 · 56% | 71 · 54% |
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.