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 Nifty Private Bank Index | Aditya Birla Sun Life Nifty India Defence Index | |
|---|---|---|
| UTI Nifty Private Bank Index | itself | 0% |
| Aditya Birla Sun Life Nifty India Defence Index | 0% | itself |
Most alike: UTI Nifty Private Bank Index Fund and Aditya Birla Sun Life Nifty India Defence Index Fund share 0% 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 Nifty Private Bank Index | Aditya Birla Sun Life Nifty India Defence Index |
|---|---|---|
| Category | Equity Funds | Equity Funds |
| Share of three-year stretches it beat its category P4 | not measured | not measured |
| Regular plan costs more than Direct by, a year P5 | 0.50% | 0.85% |
| Portfolio turned over a year P1 | 43% | 51% |
| Run by P7 | Ayush Jain · 2.0 yrs | not known |
| 1-year return | 1.7% | 14.3% |
| 3 years p.a. | — | — |
| 5 years p.a. | — | — |
| Deepest fall (max drawdown) | −17.3% | −27.8% |
| Assets (AUM) | ₹222 Cr | ₹1,135 Cr |
| Disclosed history | 2.0 yrs | 2.1 yrs |
| Holdings · top ten weight | 11 · 100% | 21 · 88% |
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.