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
| Axis Nifty500 Momentum 50 Index | UTI Nifty 200 Momentum 30 Index | |
|---|---|---|
| Axis Nifty500 Momentum 50 Index | itself | 75% |
| UTI Nifty 200 Momentum 30 Index | 75% | itself |
Most alike: Axis Nifty500 Momentum 50 Index Fund and UTI Nifty 200 Momentum 30 Index Fund share 75% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Side by side
record, cost, returns, drawdown, size
| Measure | Axis Nifty500 Momentum 50 Index | UTI Nifty 200 Momentum 30 Index |
|---|---|---|
| Category | Equity Funds | Equity Funds |
| Share of three-year stretches it beat its category P4 | not measured | 80% of 30 |
| Regular plan costs more than Direct by, a year P5 | 0.98% | 0.56% |
| Portfolio turned over a year P1 | 168% | 164% |
| Run by P7 | not known | Sharwan Kumar Goyal · 5.5 yrs |
| 1-year return | 3.8% | −1.8% |
| 3 years p.a. | — | 10.5% |
| 5 years p.a. | — | 9.6% |
| Deepest fall (max drawdown) | −17.0% | −31.5% |
| Assets (AUM) | ₹150 Cr | ₹8,381 Cr |
| Disclosed history | 1.6 yrs | 5.4 yrs |
| Holdings · top ten weight | 52 · 45% | 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.