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
| Union Balanced Advantage | SBI Balanced Advantage | |
|---|---|---|
| Union Balanced Advantage | itself | 24% |
| SBI Balanced Advantage | 24% | itself |
Most alike: Union Balanced Advantage Fund and SBI Balanced Advantage Fund share 24% 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 | Union 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 | 39% of 69 | 100% of 25 |
| Regular plan costs more than Direct by, a year P5 | 1.10% | 1.02% |
| Portfolio turned over a year P1 | 73% | 38% |
| Run by P7 | Parijat Agrawal · 8.7 yrs | Dinesh Balachandran · ≥ 3 mo |
| 1-year return | 1.1% | 2.3% |
| 3 years p.a. | 8.5% | 9.8% |
| 5 years p.a. | 7.8% | 10.1% |
| Deepest fall (max drawdown) | −8.9% | −7.4% |
| Assets (AUM) | ₹1,235 Cr | ₹42,245 Cr |
| Disclosed history | 2.2 yrs | 3.7 yrs |
| Holdings · top ten weight | 98 · 29% | 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.