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 | Aditya Birla Sun Life Nifty India Defence Index | Axis Nifty 50 Index | UTI Nifty 200 Momentum 30 Index |
|---|---|---|---|
| Aditya Birla Sun Life Nifty India Defence IndexEquity Funds | itself | 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 200 Momentum 30 Index share 5% of their portfolios |
| Axis Nifty 50 IndexEquity Funds | Axis Nifty 50 Index and Aditya Birla Sun Life Nifty India Defence Index share 1% of their portfolios | itself | Axis Nifty 50 Index and UTI Nifty 200 Momentum 30 Index share 6% of their portfolios |
| UTI Nifty 200 Momentum 30 IndexEquity Funds | UTI Nifty 200 Momentum 30 Index and Aditya Birla Sun Life Nifty India Defence Index share 5% of their portfolios | UTI Nifty 200 Momentum 30 Index and Axis Nifty 50 Index share 6% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, Axis Nifty 50 Index Fund and UTI Nifty 200 Momentum 30 Index Fund, share 6%. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what you wanted.
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 | Aditya Birla Sun Life Nifty India Defence Index | Axis Nifty 50 Index | UTI Nifty 200 Momentum 30 Index |
|---|---|---|---|
| Category | Equity Funds | Equity Funds | Equity Funds |
| Fund house | Aditya Birla Sun Life AMC Limited | Axis Asset Management Co. Ltd. | UTI Asset Mgmt. Co. Ltd. |
| Share of three-year stretches it beat its category P4 | not measured | 0% of 22 | 80% of 30 |
| Regular plan costs more than Direct by, a year P5 | 0.85% points | 0.31% points | 0.56% points |
| Portfolio turned over a year P1 | 51% | 32% | 164% |
| Run by P7 | not known | not known | Sharwan Kumar Goyal · 5.5 yrs |
| 1-year return | 14.3% | −6.2% | −1.8% |
| 3 years p.a. | — | 6.9% | 10.5% |
| 5 years p.a. | — | — | 9.6% |
| Deepest fall (max drawdown) | −27.8% | −15.4% | −31.5% |
| Assets (AUM) | ₹1,135 Cr | ₹968 Cr | ₹8,381 Cr |
| Disclosed history | 2.1 yrs | 4.5 yrs | 5.4 yrs |
| Holdings · top ten weight | 21 · 88% | 52 · 53% | 31 · 49% |
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.