ANVESHAN
Theme
Create account

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.

2 of 6 pickedCompare

Overlap

share of the portfolio the two funds hold in common

Franklin India Dynamic Asset Allocation Active Fund of FundsICICI Prudential Dynamic Asset Allocation Active FOF
Franklin India Dynamic Asset Allocation Active Fund of Funds
itself
4%
ICICI Prudential Dynamic Asset Allocation Active FOF
4%
itself

Most alike: Franklin India Dynamic Asset Allocation Active Fund of Funds and ICICI Prudential Dynamic Asset Allocation Active FOF share 4% 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

MeasureFranklin India Dynamic Asset Allocation Active Fund of FundsICICI Prudential Dynamic Asset Allocation Active FOF
CategoryFoF DomesticFoF Domestic
Share of three-year stretches it beat its category P453% of 10978% of 109
Regular plan costs more than Direct by, a year P51.09%0.93%
Portfolio turned over a year P1not measurednot measured
Run by P7not knownManish Bhantia · 9.3 yrs
1-year return0.1%1.8%
3 years p.a.8.7%10.8%
5 years p.a.10.3%10.9%
Deepest fall (max drawdown)−7.7%−7.9%
Assets (AUM)₹1,250 Cr₹28,825 Cr
Disclosed history12 yrs7.0 yrs
Holdings · top ten weight7 · 100%31 · 66%

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.