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. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
4 of 6 chosen
Add another Multi Asset Allocation fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Tata Multi Asset Allocation | Sundaram Multi Asset Allocation | Aditya Birla Sun Life Multi Asset Allocation | SBI MULTI ASSET ALLOCATION |
|---|---|---|---|---|
| Tata Multi Asset AllocationMulti Asset Allocation | itself | Tata Multi Asset Allocation and Sundaram Multi Asset Allocation share 22% of their portfolios | Tata Multi Asset Allocation and Aditya Birla Sun Life Multi Asset Allocation share 26% of their portfolios | Tata Multi Asset Allocation and SBI MULTI ASSET ALLOCATION share 13% of their portfolios |
| Sundaram Multi Asset AllocationMulti Asset Allocation | Sundaram Multi Asset Allocation and Tata Multi Asset Allocation share 22% of their portfolios | itself | Sundaram Multi Asset Allocation and Aditya Birla Sun Life Multi Asset Allocation share 22% of their portfolios | Sundaram Multi Asset Allocation and SBI MULTI ASSET ALLOCATION share 17% of their portfolios |
| Aditya Birla Sun Life Multi Asset AllocationMulti Asset Allocation | Aditya Birla Sun Life Multi Asset Allocation and Tata Multi Asset Allocation share 26% of their portfolios | Aditya Birla Sun Life Multi Asset Allocation and Sundaram Multi Asset Allocation share 22% of their portfolios | itself | Aditya Birla Sun Life Multi Asset Allocation and SBI MULTI ASSET ALLOCATION share 12% of their portfolios |
| SBI MULTI ASSET ALLOCATIONMulti Asset Allocation | SBI MULTI ASSET ALLOCATION and Tata Multi Asset Allocation share 13% of their portfolios | SBI MULTI ASSET ALLOCATION and Sundaram Multi Asset Allocation share 17% of their portfolios | SBI MULTI ASSET ALLOCATION and Aditya Birla Sun Life Multi Asset Allocation share 12% of their portfolios | itself |
Closest pair: Tata Multi Asset Allocation Fund and Aditya Birla Sun Life Multi Asset Allocation Fund share 26% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
Read a cell as: of everything the two funds hold, this much is the same holding at the same weight. It is symmetric — the pair above the diagonal and the pair below it are one number shown twice. A pair at 0% holds nothing in common, which is a real answer, and often the useful one.
Side by side
record, cost, returns, drawdown, size
| Measure | Tata Multi Asset Allocation | Sundaram Multi Asset Allocation | Aditya Birla Sun Life Multi Asset Allocation | SBI MULTI ASSET ALLOCATION |
|---|---|---|---|---|
| Category | Multi Asset Allocation | Multi Asset Allocation | Multi Asset Allocation | Multi Asset Allocation |
| Fund house | Tata Asset Management Limited | Sundaram Asset Management Company Ltd | Aditya Birla Sun Life AMC Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 19% of 43 | not measured | 88% of 8 | 23% of 43 |
| Regular plan costs more than Direct by, a year P5 | 1.90% points | 1.66% points | 1.60% points | 0.99% points |
| Portfolio turned over a year P1 | 42% | 64% | 53% | 46% |
| Run by P7 | Murthy Nagarajan · ≥ 1.3 yrs | Arjun Nagarajan · ≥ 2.0 yrs | Bhupesh Bameta · ≥ 3 mo | Dinesh Balachandran · ≥ 3 mo |
| 1-year return | 6.8% | 6.0% | 11.6% | 10.2% |
| 3 years p.a. | 13.5% | — | 16.5% | 15.2% |
| 5 years p.a. | 12.6% | — | — | 13.5% |
| Deepest fall (max drawdown) | −10.3% | −13.1% | −12.8% | −8.6% |
| Assets (AUM) | ₹5,206 Cr | ₹3,294 Cr | ₹7,139 Cr | ₹18,225 Cr |
| Disclosed history | 6.4 yrs | 2.7 yrs | 3.7 yrs | 5.8 yrs |
| Holdings · top ten weight | 112 · 38% | 72 · 39% | 113 · 33% | 128 · 30% |
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.