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.
3 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 TOTAL MARKET MOMENTUM QUALITY 50 INDEX | SBI NIFTY INDEX | UTI Nifty 50 Index |
|---|---|---|---|
| ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEXIndex Funds | itself | ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX and SBI NIFTY INDEX: no portfolio disclosed for ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX | ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX and UTI Nifty 50 Index: no portfolio disclosed for ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX |
| SBI NIFTY INDEXIndex Funds | SBI NIFTY INDEX and ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX: no portfolio disclosed for ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX | itself | SBI NIFTY INDEX and UTI Nifty 50 Index share 100% of their portfolios |
| UTI Nifty 50 IndexIndex Funds | UTI Nifty 50 Index and ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX: no portfolio disclosed for ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX | UTI Nifty 50 Index and SBI NIFTY INDEX share 100% of their portfolios | itself |
Closest pair: SBI NIFTY INDEX FUND and UTI Nifty 50 Index Fund share 100% of their portfolios. Holding both is closer to holding one twice than to diversifying.
ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 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.
Read a cell as: of everything the two funds hold, this much is the same holding at the same weight. It is symmetric — the pair above the diagonal and the pair below it are one number shown twice. A pair at 0% holds nothing in common, which is a real answer, and often the useful one.
Side by side
record, cost, returns, drawdown, size
| Measure | ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX | SBI NIFTY INDEX | UTI Nifty 50 Index |
|---|---|---|---|
| Category | Index Funds | Index Funds | Index Funds |
| Fund house | Angel One Asset Management Company Limited | SBI Funds Management Limited | UTI Asset Mgmt. Co. Ltd. |
| Share of three-year stretches it beat its category P4 | not measured | 53% of 109 | 79% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.41% points | 0.11% points |
| Portfolio turned over a year P1 | not measured | 32% | 32% |
| Run by P7 | not known | Viral Chhadva · 7 mo | Sharwan Kumar Goyal · 8.2 yrs |
| 1-year return | — | −6.3% | −6.3% |
| 3 years p.a. | — | 6.8% | 6.9% |
| 5 years p.a. | — | 6.9% | 6.9% |
| Deepest fall (max drawdown) | −12.8% | −15.5% | −15.5% |
| Assets (AUM) | ₹34 Cr | ₹13,913 Cr | ₹29,204 Cr |
| Disclosed history | — | 5.8 yrs | 12 yrs |
| Holdings · top ten weight | none disclosed | 53 · 53% | 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.