ANVESHAN
Theme
Create account

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.

2 of 6 pickedCompare

Overlap

share of the portfolio the two funds hold in common

UTI Nifty IT ETFUTI BSE Sensex ETF
UTI Nifty IT ETF
itself
10%
UTI BSE Sensex ETF
10%
itself

Most alike: UTI Nifty IT ETF and UTI BSE Sensex ETF share 10% 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

MeasureUTI Nifty IT ETFUTI BSE Sensex ETF
CategoryEquity ETFEquity ETF
Share of three-year stretches it beat its category P4not measured61% of 97
Regular plan costs more than Direct by, a year P5not measurednot measured
Portfolio turned over a year P125%30%
Run by P7Ayush Jain · 2.7 yrsSharwan Kumar Goyal · 8.2 yrs
1-year return−17.1%−8.0%
3 years p.a.5.3%
5 years p.a.6.1%
Deepest fall (max drawdown)−42.0%−16.1%
Assets (AUM)₹6 Cr₹56,225 Cr
Disclosed history2.7 yrs11 yrs
Holdings · top ten weight11 · 100%31 · 64%

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.