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
| UTI Multi Asset Allocation | DSP Multi Asset Allocation | |
|---|---|---|
| UTI Multi Asset Allocation | itself | 20% |
| DSP Multi Asset Allocation | 20% | itself |
Most alike: UTI Multi Asset Allocation Fund and DSP Multi Asset Allocation Fund share 20% 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 | UTI Multi Asset Allocation | DSP Multi Asset Allocation |
|---|---|---|
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Share of three-year stretches it beat its category P4 | 30% of 109 | 100% of 1 |
| Regular plan costs more than Direct by, a year P5 | 0.95% | 1.50% |
| Portfolio turned over a year P1 | 59% | 40% |
| Run by P7 | Sharwan Kumar Goyal · 4.8 yrs | Aparna Karnik · ≥ 1.2 yrs |
| 1-year return | 4.0% | 12.7% |
| 3 years p.a. | 15.3% | 18.7% |
| 5 years p.a. | 13.3% | — |
| Deepest fall (max drawdown) | −11.0% | −9.7% |
| Assets (AUM) | ₹6,957 Cr | ₹10,882 Cr |
| Disclosed history | 9.7 yrs | 2.8 yrs |
| Holdings · top ten weight | 134 · 38% | 108 · 60% |
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.