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NAVs as of 20 Aug 2026

UTI - Transportation and Logistics FundDirectNippon India Taiwan Equity FundDirectHDFC Defence FundDirectHDFC Transportation and Logistics FundDirect4 of 4 funds
Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Common period 17 Aug 202320 Aug 2026, limited by HDFC Transportation and Logistics Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.

View as table
Growth of ₹100, sampled across the common period
DateUTI - Transportation and Logistics FundNippon India Taiwan Equity FundHDFC Defence FundHDFC Transportation and Logistics FundNifty 500
17 Aug 2023₹100.00₹100.00₹100.00₹100.00₹100.00
17 Nov 2023₹108.11₹101.92₹119.03₹109.32₹104.75
16 Feb 2024₹129.18₹124.24₹142.57₹128.91₹120.01
18 May 2024₹144.96₹119.19₹180.46₹148.05₹125.37
17 Aug 2024₹157.02₹122.85₹200.58₹165.45₹137.22
17 Nov 2024₹142.18₹131.44₹184.85₹149.06₹130.72
17 Feb 2025₹132.66₹134.68₹153.51₹140.12₹122.91
19 May 2025₹148.96₹127.87₹215.68₹157.27₹136.09
19 Aug 2025₹162.55₹166.71₹213.94₹178.08₹137.28
18 Nov 2025₹170.49₹185.76₹226.76₹185.01₹141.79
18 Feb 2026₹172.31₹238.34₹226.09₹187.04₹140.73
20 May 2026₹157.45₹383.70₹250.66₹172.99₹134.38
20 Aug 2026₹180.65₹394.39₹282.07₹212.16₹139.94

Portfolio overlap (same stocks held through more than one fund)

Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →

Percentage of each pair of funds' equity books held in the same stocks. Select a cell to list that pair's shared holdings below.
OverlapUTI - Transportation and Logistics FundHDFC Defence FundHDFC Transportation and Logistics Fund
UTI - Transportation and Logistics Fund
HDFC Defence Fund
HDFC Transportation and Logistics Fund
0% → 60%+ sharedSelect a cell to list that pair's shared stocks.

UTI - Transportation and Logistics Fund and HDFC Transportation and Logistics Fund share 48% of their equity book by weight.

Shared holdings — UTI - Transportation and Logistics Fund vs HDFC Transportation and Logistics Fund

Stocks held by both UTI - Transportation and Logistics Fund and HDFC Transportation and Logistics Fund, with each fund's weight and the weight they share.
StockUTI - Transportation and Logistics FundHDFC Transportation and Logistics Fund
Maruti Suzuki India Ltd9.17%9.31%9.17%
Eicher Motors Ltd7.96%7.98%7.96%
Zomato Ltd10.09%5.97%5.97%
Hyundai Motor India Ltd.4.15%5.38%4.15%
Hero Motocorp Ltd4.55%3.78%3.78%
Mahindra & Mahindra Ltd13.30%3.46%3.46%
Tata Motors Ltd2.68%7.42%2.68%
Bosch Ltd1.60%7.20%1.60%
Sona BLW Precision Forgings Ltd1.46%6.64%1.46%
Apollo Tyres Ltd1.07%2.67%1.07%
Container Corporation Of India Ltd1.18%0.81%0.81%
Escorts Kubota Ltd0.80%1.66%0.80%
MRF Ltd0.75%3.06%0.75%
Mahindra CIE Automotive Ltd0.70%2.14%0.70%
Swiggy Ltd.1.64%0.68%0.68%

6 more stocks in common. 21 shared of 43 / 34 positions. Weights are shown as a share of each fund's equity book.

No published holdings for Nippon India Taiwan Equity Fund — left out entirely rather than counted as 0% overlap.

UTI - Transportation and Logistics Fund, Nippon India Taiwan Equity Fund, HDFC Defence Fund, HDFC Transportation and Logistics Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Sectoral/ Thematic median.
Metric
UTI · Direct
NAV ₹357.78
Very High risk
★★★☆☆
Nippon India · Direct
NAV ₹36.39
Very High risk
★★★★☆
HDFC · Direct
NAV ₹31.60
Very High risk
★★★★☆
HDFC · Direct
NAV ₹21.22
Very High risk
★★★★★
Category median
Sectoral/ Thematic · 252 funds
+10.93%+148.38%Best in row+32.71%+18.85%+7.23%
+21.74%+59.09%Best in row+41.54%+28.42%+16.94%
+22.79%+14.70%
+13.56%+15.10%
+19.11%+32.46%+42.95%Best in row+28.40%+14.07%
+20.67%+56.15%Best in row+33.57%+24.36%
+17.74%+33.68%+42.40%Best in row+28.42%+17.59%
+14.97%+16.29%
+16.00%+16.00%
Risk
16.90%35.83%25.93%16.96%15.69%
0.901.47Best in row1.351.290.52
1.292.17Best in row1.861.860.73
-56.91%-44.77%-34.54%-23.50%Best in row-23.08%
Nifty 500Nifty 500Nifty 500
+8.66%+21.68%Best in row+14.22%+4.66%
1.031.611.040.96
131.8%193.2%Best in row147.0%109.1%
97.8%111.0%86.7%Best in row91.0%
0.87%Best in row1.13%0.89%1.07%1.14%
₹3,845Cr₹1,110Cr₹9,371Cr₹1,685Cr₹1,161Cr
Up to 1.00%1.00%1.00%1.00%
₹500₹100₹100₹100
₹5.00K₹500₹123₹126
11%86%11%30%45%
Sachin TrivediKinjal DesaiDhruv MuchhalDhruv Muchhal
02 Jan 201314 Dec 202102 Jun 202317 Aug 2023
432234
67.0%80.7%62.4%
3.0%11.7%2.2%1.1%
1 row carries the same value for every fund — show
Lock-in
None

Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.