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
| HDFC Balanced Advantage | SBI Balanced Advantage | |
|---|---|---|
| HDFC Balanced Advantage | itself | 36% |
| SBI Balanced Advantage | 36% | itself |
Most alike: HDFC Balanced Advantage Fund and SBI Balanced Advantage Fund share 36% 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 | HDFC Balanced Advantage | SBI Balanced Advantage |
|---|---|---|
| Category | Dynamic Asset Allocation or Balanced Advantage | Dynamic Asset Allocation or Balanced Advantage |
| Share of three-year stretches it beat its category P4 | 86% of 109 | 100% of 25 |
| Regular plan costs more than Direct by, a year P5 | 0.72% | 1.02% |
| Portfolio turned over a year P1 | 29% | 38% |
| Run by P7 | not known | Dinesh Balachandran · ≥ 3 mo |
| 1-year return | −0.5% | 2.3% |
| 3 years p.a. | 11.4% | 9.8% |
| 5 years p.a. | 13.9% | 10.1% |
| Deepest fall (max drawdown) | −10.2% | −7.4% |
| Assets (AUM) | ₹1.08 lakh Cr | ₹42,245 Cr |
| Disclosed history | 2.3 yrs | 3.7 yrs |
| Holdings · top ten weight | 326 · 30% | 131 · 32% |
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.