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
| WhiteOak Capital Multi Asset Allocation | HDFC Multi Asset Allocation | |
|---|---|---|
| WhiteOak Capital Multi Asset Allocation | itself | 17% |
| HDFC Multi Asset Allocation | 17% | itself |
Most alike: WhiteOak Capital Multi Asset Allocation Fund and HDFC Multi Asset Allocation Fund share 17% 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 | WhiteOak Capital Multi Asset Allocation | HDFC Multi Asset Allocation |
|---|---|---|
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Share of three-year stretches it beat its category P4 | 80% of 5 | 34% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.34% | 1.03% |
| Portfolio turned over a year P1 | 46% | not measured |
| Run by P7 | Piyush Baranwal · 3.3 yrs | not known |
| 1-year return | 11.5% | 2.8% |
| 3 years p.a. | 17.0% | 12.0% |
| 5 years p.a. | — | 11.1% |
| Deepest fall (max drawdown) | −6.1% | −8.9% |
| Assets (AUM) | ₹8,562 Cr | ₹6,045 Cr |
| Disclosed history | 3.0 yrs | 1 mo |
| Holdings · top ten weight | 206 · 40% | 122 · 42% |
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.