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 | Kotak Multi Asset Allocation | Sundaram Multi Asset Allocation |
|---|---|---|
| Kotak Multi Asset AllocationMulti Asset Allocation | itself | Kotak Multi Asset Allocation and Sundaram Multi Asset Allocation: no portfolio disclosed for Kotak Multi Asset Allocation |
| Sundaram Multi Asset AllocationMulti Asset Allocation | Sundaram Multi Asset Allocation and Kotak Multi Asset Allocation: no portfolio disclosed for Kotak Multi Asset Allocation | itself |
Kotak Multi Asset Allocation has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, not a finding about the fund.
Side by side
record, cost, returns, drawdown, size
| Measure | Kotak Multi Asset Allocation | Sundaram Multi Asset Allocation |
|---|---|---|
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund house | Kotak Mahindra Asset Management Company Limited. | Sundaram Asset Management Company Ltd |
| Share of three-year stretches it beat its category P4 | not measured | not measured |
| Regular plan costs more than Direct by, a year P5 | 1.55% points | 1.66% points |
| Portfolio turned over a year P1 | not measured | 64% |
| Run by P7 | not known | Arjun Nagarajan · ≥ 2.0 yrs |
| 1-year return | 14.7% | 6.0% |
| 3 years p.a. | 18.4% | — |
| 5 years p.a. | — | — |
| Deepest fall (max drawdown) | −13.8% | −13.1% |
| Assets (AUM) | ₹13,629 Cr | ₹3,294 Cr |
| Disclosed history | — | 2.7 yrs |
| Holdings · top ten weight | none disclosed | 72 · 39% |
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.