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
| Invesco India Balanced Advantage | Kotak Balanced Advantage | |
|---|---|---|
| Invesco India Balanced Advantage | itself | 0% |
| Kotak Balanced Advantage | 0% | itself |
Most alike: Invesco India Balanced Advantage Fund and Kotak Balanced Advantage 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 | Invesco India Balanced Advantage | Kotak 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 | 50% of 109 | 32% of 62 |
| Regular plan costs more than Direct by, a year P5 | 1.54% | 1.27% |
| Portfolio turned over a year P1 | 59% | not measured |
| Run by P7 | Amey Sathe · ≥ 1 mo | not known |
| 1-year return | −2.7% | 2.3% |
| 3 years p.a. | 9.1% | 9.7% |
| 5 years p.a. | 8.5% | 9.1% |
| Deepest fall (max drawdown) | −10.5% | −9.1% |
| Assets (AUM) | ₹802 Cr | ₹17,125 Cr |
| Disclosed history | 11 yrs | — |
| Holdings · top ten weight | 54 · 61% | — · — |
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.