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.
2 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 | Aditya Birla Sun Life Multi Asset Allocation | BANDHAN MULTI ASSET ALLOCATION |
|---|---|---|
| Aditya Birla Sun Life Multi Asset AllocationMulti Asset Allocation | itself | Aditya Birla Sun Life Multi Asset Allocation and BANDHAN MULTI ASSET ALLOCATION share 24% of their portfolios |
| BANDHAN MULTI ASSET ALLOCATIONMulti Asset Allocation | BANDHAN MULTI ASSET ALLOCATION and Aditya Birla Sun Life Multi Asset Allocation share 24% of their portfolios | itself |
Closest pair: Aditya Birla Sun Life Multi Asset Allocation Fund and BANDHAN MULTI ASSET ALLOCATION FUND share 24% 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 | BANDHAN MULTI ASSET ALLOCATION |
|---|---|---|
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund house | Aditya Birla Sun Life AMC Limited | Bandhan AMC Limited |
| Share of three-year stretches it beat its category P4 | 88% of 8 | not measured |
| Regular plan costs more than Direct by, a year P5 | 1.60% points | 1.71% points |
| Portfolio turned over a year P1 | 53% | 67% |
| Run by P7 | Bhupesh Bameta · ≥ 3 mo | Gautam Kaul. · 2.6 yrs |
| 1-year return | 11.6% | 12.6% |
| 3 years p.a. | 16.5% | — |
| 5 years p.a. | — | — |
| Deepest fall (max drawdown) | −12.8% | −10.0% |
| Assets (AUM) | ₹7,139 Cr | ₹3,611 Cr |
| Disclosed history | 3.7 yrs | 2.4 yrs |
| Holdings · top ten weight | 113 · 33% | 183 · 41% |
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.