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.
4 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 | Tata Multi Asset Allocation | BANDHAN 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 | Kotak Multi Asset Allocation and Tata Multi Asset Allocation: no portfolio disclosed for Kotak Multi Asset Allocation | Kotak Multi Asset Allocation and BANDHAN 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 | Sundaram Multi Asset Allocation and Tata Multi Asset Allocation share 22% of their portfolios | Sundaram Multi Asset Allocation and BANDHAN MULTI ASSET ALLOCATION share 19% of their portfolios |
| Tata Multi Asset AllocationMulti Asset Allocation | Tata Multi Asset Allocation and Kotak Multi Asset Allocation: no portfolio disclosed for Kotak Multi Asset Allocation | Tata Multi Asset Allocation and Sundaram Multi Asset Allocation share 22% of their portfolios | itself | Tata Multi Asset Allocation and BANDHAN MULTI ASSET ALLOCATION share 27% of their portfolios |
| BANDHAN MULTI ASSET ALLOCATIONMulti Asset Allocation | BANDHAN MULTI ASSET ALLOCATION and Kotak Multi Asset Allocation: no portfolio disclosed for Kotak Multi Asset Allocation | BANDHAN MULTI ASSET ALLOCATION and Sundaram Multi Asset Allocation share 19% of their portfolios | BANDHAN MULTI ASSET ALLOCATION and Tata Multi Asset Allocation share 27% of their portfolios | itself |
Closest pair: Tata Multi Asset Allocation Fund and BANDHAN MULTI ASSET ALLOCATION FUND share 27% 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.
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.
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 | Kotak Multi Asset Allocation | Sundaram Multi Asset Allocation | Tata Multi Asset Allocation | BANDHAN MULTI ASSET ALLOCATION |
|---|---|---|---|---|
| Category | Multi Asset Allocation | Multi Asset Allocation | Multi Asset Allocation | Multi Asset Allocation |
| Fund house | Kotak Mahindra Asset Management Company Limited. | Sundaram Asset Management Company Ltd | Tata Asset Management Limited | Bandhan AMC Limited |
| Share of three-year stretches it beat its category P4 | not measured | not measured | 19% of 43 | not measured |
| Regular plan costs more than Direct by, a year P5 | 1.55% points | 1.66% points | 1.90% points | 1.71% points |
| Portfolio turned over a year P1 | not measured | 64% | 42% | 67% |
| Run by P7 | not known | Arjun Nagarajan · ≥ 2.0 yrs | Murthy Nagarajan · ≥ 1.3 yrs | Gautam Kaul. · 2.6 yrs |
| 1-year return | 14.7% | 6.0% | 6.8% | 12.6% |
| 3 years p.a. | 18.4% | — | 13.5% | — |
| 5 years p.a. | — | — | 12.6% | — |
| Deepest fall (max drawdown) | −13.8% | −13.1% | −10.3% | −10.0% |
| Assets (AUM) | ₹13,629 Cr | ₹3,294 Cr | ₹5,206 Cr | ₹3,611 Cr |
| Disclosed history | — | 2.7 yrs | 6.4 yrs | 2.4 yrs |
| Holdings · top ten weight | none disclosed | 72 · 39% | 112 · 38% | 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.