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
| Axis Multi Asset Allocation | UTI Multi Asset Allocation | |
|---|---|---|
| Axis Multi Asset Allocation | itself | 25% |
| UTI Multi Asset Allocation | 25% | itself |
Most alike: Axis Multi Asset Allocation Fund and UTI Multi Asset Allocation Fund share 25% 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 | Axis Multi Asset Allocation | UTI Multi Asset Allocation |
|---|---|---|
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Share of three-year stretches it beat its category P4 | 33% of 109 | 30% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.31% | 0.95% |
| Portfolio turned over a year P1 | 121% | 59% |
| Run by P7 | not known | Sharwan Kumar Goyal · 4.8 yrs |
| 1-year return | 9.0% | 4.0% |
| 3 years p.a. | 14.2% | 15.3% |
| 5 years p.a. | 9.3% | 13.3% |
| Deepest fall (max drawdown) | −12.1% | −11.0% |
| Assets (AUM) | ₹2,266 Cr | ₹6,957 Cr |
| Disclosed history | 5.9 yrs | 9.7 yrs |
| Holdings · top ten weight | 120 · 42% | 134 · 38% |
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.