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.
2 of 6 chosen
Add another Index 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 | ANGEL ONE NIFTY 50 INDEX | UTI Nifty 50 Index |
|---|---|---|
| ANGEL ONE NIFTY 50 INDEXIndex Funds | itself | ANGEL ONE NIFTY 50 INDEX and UTI Nifty 50 Index: no portfolio disclosed for ANGEL ONE NIFTY 50 INDEX |
| UTI Nifty 50 IndexIndex Funds | UTI Nifty 50 Index and ANGEL ONE NIFTY 50 INDEX: no portfolio disclosed for ANGEL ONE NIFTY 50 INDEX | itself |
ANGEL ONE NIFTY 50 INDEX has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, not a finding about the fund.
Side by side
record, cost, returns, drawdown, size
| Measure | ANGEL ONE NIFTY 50 INDEX | UTI Nifty 50 Index |
|---|---|---|
| Category | Index Funds | Index Funds |
| Fund house | Angel One Asset Management Company Limited | UTI Asset Mgmt. Co. Ltd. |
| Share of three-year stretches it beat its category P4 | not measured | 79% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.47% points | 0.11% points |
| Portfolio turned over a year P1 | not measured | 32% |
| Run by P7 | not known | Sharwan Kumar Goyal · 8.2 yrs |
| 1-year return | −6.4% | −6.3% |
| 3 years p.a. | — | 6.9% |
| 5 years p.a. | — | 6.9% |
| Deepest fall (max drawdown) | −15.1% | −15.5% |
| Assets (AUM) | ₹32 Cr | ₹29,204 Cr |
| Disclosed history | — | 12 yrs |
| Holdings · top ten weight | none disclosed | 52 · 53% |
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.