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 Multi Asset Allocation fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Quant Multi Asset Allocation | SBI MULTI ASSET ALLOCATION | Sundaram Multi Asset Allocation |
|---|---|---|---|
| Quant Multi Asset AllocationMulti Asset Allocation | itself | Quant Multi Asset Allocation and SBI MULTI ASSET ALLOCATION share 10% of their portfolios | Quant Multi Asset Allocation and Sundaram Multi Asset Allocation share 20% of their portfolios |
| SBI MULTI ASSET ALLOCATIONMulti Asset Allocation | SBI MULTI ASSET ALLOCATION and Quant Multi Asset Allocation share 10% of their portfolios | itself | SBI MULTI ASSET ALLOCATION and Sundaram Multi Asset Allocation share 17% of their portfolios |
| Sundaram Multi Asset AllocationMulti Asset Allocation | Sundaram Multi Asset Allocation and Quant Multi Asset Allocation share 20% of their portfolios | Sundaram Multi Asset Allocation and SBI MULTI ASSET ALLOCATION share 17% of their portfolios | itself |
Closest pair: Quant Multi Asset Allocation Fund and Sundaram Multi Asset Allocation Fund share 20% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
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 | Quant Multi Asset Allocation | SBI MULTI ASSET ALLOCATION | Sundaram Multi Asset Allocation |
|---|---|---|---|
| Category | Multi Asset Allocation | Multi Asset Allocation | Multi Asset Allocation |
| Fund house | quant Money Managers Limited | SBI Funds Management Limited | Sundaram Asset Management Company Ltd |
| Share of three-year stretches it beat its category P4 | 100% of 43 | 23% of 43 | not measured |
| Regular plan costs more than Direct by, a year P5 | 0.82% points | 0.99% points | 1.66% points |
| Portfolio turned over a year P1 | 135% | 46% | 64% |
| Run by P7 | Ankit Pande · ≥ 2.4 yrs | Dinesh Balachandran · ≥ 3 mo | Arjun Nagarajan · ≥ 2.0 yrs |
| 1-year return | 15.8% | 10.2% | 6.0% |
| 3 years p.a. | 22.6% | 15.2% | — |
| 5 years p.a. | 19.6% | 13.5% | — |
| Deepest fall (max drawdown) | −12.5% | −8.6% | −13.1% |
| Assets (AUM) | ₹6,356 Cr | ₹18,225 Cr | ₹3,294 Cr |
| Disclosed history | 6.9 yrs | 5.8 yrs | 2.7 yrs |
| Holdings · top ten weight | 68 · 78% | 128 · 30% | 72 · 39% |
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.