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 Multi Asset Allocation | WhiteOak Capital Multi Asset Allocation | |
|---|---|---|
| HDFC Multi Asset Allocation | itself | 17% |
| WhiteOak Capital Multi Asset Allocation | 17% | itself |
Most alike: HDFC Multi Asset Allocation Fund and WhiteOak Capital Multi Asset Allocation Fund share 17% 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 Multi Asset Allocation | WhiteOak Capital Multi Asset Allocation |
|---|---|---|
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Share of three-year stretches it beat its category P4 | 34% of 109 | 80% of 5 |
| Regular plan costs more than Direct by, a year P5 | 1.03% | 1.34% |
| Portfolio turned over a year P1 | not measured | 46% |
| Run by P7 | not known | Piyush Baranwal · 3.3 yrs |
| 1-year return | 2.8% | 11.5% |
| 3 years p.a. | 12.0% | 17.0% |
| 5 years p.a. | 11.1% | — |
| Deepest fall (max drawdown) | −8.9% | −6.1% |
| Assets (AUM) | ₹6,045 Cr | ₹8,562 Cr |
| Disclosed history | 1 mo | 3.0 yrs |
| Holdings · top ten weight | 122 · 42% | 206 · 40% |
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.