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 Equity 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 | Navi Nifty Reits & Realty Index | UTI Nifty 500 Value 50 Index |
|---|---|---|
| Navi Nifty Reits & Realty IndexEquity Funds | itself | Navi Nifty Reits & Realty Index and UTI Nifty 500 Value 50 Index: no portfolio disclosed for Navi Nifty Reits & Realty Index |
| UTI Nifty 500 Value 50 IndexEquity Funds | UTI Nifty 500 Value 50 Index and Navi Nifty Reits & Realty Index: no portfolio disclosed for Navi Nifty Reits & Realty Index | itself |
Navi Nifty Reits & Realty 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 | Navi Nifty Reits & Realty Index | UTI Nifty 500 Value 50 Index |
|---|---|---|
| Category | Equity Funds | Equity Funds |
| Fund house | Navi AMC Limited | UTI Asset Mgmt. Co. Ltd. |
| Share of three-year stretches it beat its category P4 | not measured | 100% of 5 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.59% points |
| Portfolio turned over a year P1 | not measured | 54% |
| Run by P7 | not known | Ayush Jain · 3.3 yrs |
| 1-year return | — | 9.0% |
| 3 years p.a. | — | 21.5% |
| 5 years p.a. | — | — |
| Deepest fall (max drawdown) | 0.0% | −22.6% |
| Assets (AUM) | — | ₹797 Cr |
| Disclosed history | — | 3.3 yrs |
| Holdings · top ten weight | none disclosed | 51 · 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.