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
| Motilal Oswal Balanced Advantage | SBI Balanced Advantage | |
|---|---|---|
| Motilal Oswal Balanced Advantage | itself | 10% |
| SBI Balanced Advantage | 10% | itself |
Most alike: Motilal Oswal Balanced Advantage Fund and SBI Balanced Advantage Fund share 10% 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 | Motilal Oswal Balanced Advantage | SBI 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 | 13% of 85 | 100% of 25 |
| Regular plan costs more than Direct by, a year P5 | 1.30% | 1.02% |
| Portfolio turned over a year P1 | 152% | 38% |
| Run by P7 | Rakesh Shetty · 3.5 yrs | Dinesh Balachandran · ≥ 3 mo |
| 1-year return | −3.0% | 2.3% |
| 3 years p.a. | 3.1% | 9.8% |
| 5 years p.a. | 6.1% | 10.1% |
| Deepest fall (max drawdown) | −26.5% | −7.4% |
| Assets (AUM) | ₹743 Cr | ₹42,245 Cr |
| Disclosed history | 3.5 yrs | 3.7 yrs |
| Holdings · top ten weight | 33 · 41% | 131 · 32% |
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.