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
| Union Active Momentum | ICICI Prudential Banking & Financial Services | |
|---|---|---|
| Union Active Momentum | itself | 2% |
| ICICI Prudential Banking & Financial Services | 2% | itself |
Most alike: Union Active Momentum Fund and ICICI Prudential Banking & Financial Services Fund share 2% 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 | Union Active Momentum | ICICI Prudential Banking & Financial Services |
|---|---|---|
| Category | Sectoral/ Thematic | Sectoral/ Thematic |
| Share of three-year stretches it beat its category P4 | not measured | 35% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.29% | 1.08% |
| Portfolio turned over a year P1 | 454% | 75% |
| Run by P7 | Gaurav Chopra · 1.8 yrs | Antariksha Banerjee · 7 mo |
| 1-year return | 19.5% | −2.2% |
| 3 years p.a. | — | 9.8% |
| 5 years p.a. | — | 9.7% |
| Deepest fall (max drawdown) | −26.6% | −17.0% |
| Assets (AUM) | ₹496 Cr | ₹11,267 Cr |
| Disclosed history | 1.8 yrs | 13 yrs |
| Holdings · top ten weight | 38 · 35% | 59 · 63% |
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.