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
| WhiteOak Capital Equity Savings | UTI - Equity Savings | |
|---|---|---|
| WhiteOak Capital Equity Savings | itself | 18% |
| UTI - Equity Savings | 18% | itself |
Most alike: WhiteOak Capital Equity Savings Fund and UTI - Equity Savings Fund share 18% 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 | WhiteOak Capital Equity Savings | UTI - Equity Savings |
|---|---|---|
| Category | Equity Savings | Equity Savings |
| Share of three-year stretches it beat its category P4 | not measured | 53% of 62 |
| Regular plan costs more than Direct by, a year P5 | 1.59% | 0.99% |
| Portfolio turned over a year P1 | 105% | 41% |
| Run by P7 | Ashish Agrawal · 1.5 yrs | V Srivatsa · 8.1 yrs |
| 1-year return | 6.2% | 3.2% |
| 3 years p.a. | — | 8.2% |
| 5 years p.a. | — | 8.6% |
| Deepest fall (max drawdown) | −3.8% | −4.9% |
| Assets (AUM) | ₹274 Cr | ₹849 Cr |
| Disclosed history | 1.5 yrs | 8.0 yrs |
| Holdings · top ten weight | 136 · 41% | 78 · 48% |
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.