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
| SBI MULTI ASSET ALLOCATION | Kotak Multi Asset Allocation | |
|---|---|---|
| SBI MULTI ASSET ALLOCATION | itself | 0% |
| Kotak Multi Asset Allocation | 0% | itself |
Most alike: SBI MULTI ASSET ALLOCATION FUND and Kotak Multi Asset Allocation Fund share 0% 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 | SBI MULTI ASSET ALLOCATION | Kotak Multi Asset Allocation |
|---|---|---|
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Share of three-year stretches it beat its category P4 | 23% of 43 | not measured |
| Regular plan costs more than Direct by, a year P5 | 0.99% | 1.55% |
| Portfolio turned over a year P1 | 46% | not measured |
| Run by P7 | Dinesh Balachandran · ≥ 3 mo | not known |
| 1-year return | 10.2% | 14.7% |
| 3 years p.a. | 15.2% | 18.4% |
| 5 years p.a. | 13.5% | — |
| Deepest fall (max drawdown) | −8.6% | −13.8% |
| Assets (AUM) | ₹18,225 Cr | ₹13,629 Cr |
| Disclosed history | 5.8 yrs | — |
| Holdings · top ten weight | 128 · 30% | — · — |
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.