ANVESHAN
Theme
Create account

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.

2 of 6 pickedCompare

Overlap

share of the portfolio the two funds hold in common

HDFC Multi-Asset Active FOFICICI Prudential Dynamic Asset Allocation Active FOF
HDFC Multi-Asset Active FOF
itself
0%
ICICI Prudential Dynamic Asset Allocation Active FOF
0%
itself

Most alike: HDFC Multi-Asset Active FOF and ICICI Prudential Dynamic Asset Allocation Active FOF share 0% 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

MeasureHDFC Multi-Asset Active FOFICICI Prudential Dynamic Asset Allocation Active FOF
CategoryFoF DomesticFoF Domestic
Share of three-year stretches it beat its category P497% of 2978% of 109
Regular plan costs more than Direct by, a year P51.28%0.93%
Portfolio turned over a year P1not measurednot measured
Run by P7not knownManish Bhantia · 9.3 yrs
1-year return5.5%1.8%
3 years p.a.13.4%10.8%
5 years p.a.13.0%10.9%
Deepest fall (max drawdown)−8.8%−7.9%
Assets (AUM)₹6,188 Cr₹28,825 Cr
Disclosed history10 mo7.0 yrs
Holdings · top ten weight20 · 84%31 · 66%

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.