Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.
5 of 6 chosen
- Aditya Birla Sun Life Multi Asset Allocation FundMulti Asset Allocation×
- Quant Multi Asset Allocation FundMulti Asset Allocation×
- Nippon India Multi Asset Allocation FundMulti Asset Allocation×
- SBI MULTI ASSET ALLOCATION FUNDMulti Asset Allocation×
- Tata Multi Asset Allocation FundMulti Asset Allocation×
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 | Aditya Birla Sun Life Multi Asset Allocation | Quant Multi Asset Allocation | Nippon India Multi Asset Allocation | SBI MULTI ASSET ALLOCATION | Tata Multi Asset Allocation |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Multi Asset AllocationMulti Asset Allocation | itself | Aditya Birla Sun Life Multi Asset Allocation and Quant Multi Asset Allocation share 15% of their portfolios | Aditya Birla Sun Life Multi Asset Allocation and Nippon India Multi Asset Allocation share 29% of their portfolios | Aditya Birla Sun Life Multi Asset Allocation and SBI MULTI ASSET ALLOCATION share 12% of their portfolios | Aditya Birla Sun Life Multi Asset Allocation and Tata Multi Asset Allocation share 26% of their portfolios |
| Quant Multi Asset AllocationMulti Asset Allocation | Quant Multi Asset Allocation and Aditya Birla Sun Life Multi Asset Allocation share 15% of their portfolios | itself | Quant Multi Asset Allocation and Nippon India Multi Asset Allocation share 21% of their portfolios | Quant Multi Asset Allocation and SBI MULTI ASSET ALLOCATION share 10% of their portfolios | Quant Multi Asset Allocation and Tata Multi Asset Allocation share 18% of their portfolios |
| Nippon India Multi Asset AllocationMulti Asset Allocation | Nippon India Multi Asset Allocation and Aditya Birla Sun Life Multi Asset Allocation share 29% of their portfolios | Nippon India Multi Asset Allocation and Quant Multi Asset Allocation share 21% of their portfolios | itself | Nippon India Multi Asset Allocation and SBI MULTI ASSET ALLOCATION share 17% of their portfolios | Nippon India Multi Asset Allocation and Tata Multi Asset Allocation share 23% of their portfolios |
| SBI MULTI ASSET ALLOCATIONMulti Asset Allocation | SBI MULTI ASSET ALLOCATION and Aditya Birla Sun Life Multi Asset Allocation share 12% of their portfolios | SBI MULTI ASSET ALLOCATION and Quant Multi Asset Allocation share 10% of their portfolios | SBI MULTI ASSET ALLOCATION and Nippon India Multi Asset Allocation share 17% of their portfolios | itself | SBI MULTI ASSET ALLOCATION and Tata Multi Asset Allocation share 13% of their portfolios |
| Tata Multi Asset AllocationMulti Asset Allocation | Tata Multi Asset Allocation and Aditya Birla Sun Life Multi Asset Allocation share 26% of their portfolios | Tata Multi Asset Allocation and Quant Multi Asset Allocation share 18% of their portfolios | Tata Multi Asset Allocation and Nippon India Multi Asset Allocation share 23% of their portfolios | Tata Multi Asset Allocation and SBI MULTI ASSET ALLOCATION share 13% of their portfolios | itself |
Closest pair: Aditya Birla Sun Life Multi Asset Allocation Fund and Nippon India Multi Asset Allocation Fund share 29% 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 | Aditya Birla Sun Life Multi Asset Allocation | Quant Multi Asset Allocation | Nippon India Multi Asset Allocation | SBI MULTI ASSET ALLOCATION | Tata Multi Asset Allocation |
|---|---|---|---|---|---|
| Category | Multi Asset Allocation | Multi Asset Allocation | Multi Asset Allocation | Multi Asset Allocation | Multi Asset Allocation |
| Fund house | Aditya Birla Sun Life AMC Limited | quant Money Managers Limited | Nippon Life India Asset Management Limited | SBI Funds Management Limited | Tata Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 88% of 8 | 100% of 43 | 76% of 38 | 23% of 43 | 19% of 43 |
| Regular plan costs more than Direct by, a year P5 | 1.60% points | 0.82% points | 1.53% points | 0.99% points | 1.90% points |
| Portfolio turned over a year P1 | 53% | 135% | 53% | 46% | 42% |
| Run by P7 | Bhupesh Bameta · ≥ 3 mo | Ankit Pande · ≥ 2.4 yrs | Kinjal Desai · 6.0 yrs | Dinesh Balachandran · ≥ 3 mo | Murthy Nagarajan · ≥ 1.3 yrs |
| 1-year return | 11.6% | 15.8% | 11.5% | 10.2% | 6.8% |
| 3 years p.a. | 16.5% | 22.6% | 19.4% | 15.2% | 13.5% |
| 5 years p.a. | — | 19.6% | 15.8% | 13.5% | 12.6% |
| Deepest fall (max drawdown) | −12.8% | −12.5% | −10.8% | −8.6% | −10.3% |
| Assets (AUM) | ₹7,139 Cr | ₹6,356 Cr | ₹15,774 Cr | ₹18,225 Cr | ₹5,206 Cr |
| Disclosed history | 3.7 yrs | 6.9 yrs | 6.1 yrs | 5.8 yrs | 6.4 yrs |
| Holdings · top ten weight | 113 · 33% | 68 · 78% | 172 · 34% | 128 · 30% | 112 · 38% |
Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.