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.
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 | BANDHAN MULTI ASSET ALLOCATION | Aditya Birla Sun Life Multi Asset Allocation | Sundaram Multi Asset Allocation |
|---|---|---|---|---|
| Kotak Multi Asset AllocationMulti Asset Allocation | itself | Kotak Multi Asset Allocation and BANDHAN MULTI ASSET ALLOCATION: no portfolio disclosed for Kotak Multi Asset Allocation | Kotak Multi Asset Allocation and Aditya Birla Sun Life Multi Asset Allocation: no portfolio disclosed for Kotak Multi Asset Allocation | Kotak Multi Asset Allocation and Sundaram Multi Asset Allocation: no portfolio disclosed for Kotak Multi Asset Allocation |
| BANDHAN MULTI ASSET ALLOCATIONMulti Asset Allocation | BANDHAN MULTI ASSET ALLOCATION and Kotak Multi Asset Allocation: no portfolio disclosed for Kotak Multi Asset Allocation | itself | BANDHAN MULTI ASSET ALLOCATION and Aditya Birla Sun Life Multi Asset Allocation share 24% of their portfolios | BANDHAN MULTI ASSET ALLOCATION and Sundaram Multi Asset Allocation share 19% of their portfolios |
| Aditya Birla Sun Life Multi Asset AllocationMulti Asset Allocation | Aditya Birla Sun Life Multi Asset Allocation and Kotak Multi Asset Allocation: no portfolio disclosed for Kotak Multi Asset Allocation | Aditya Birla Sun Life Multi Asset Allocation and BANDHAN MULTI ASSET ALLOCATION share 24% of their portfolios | itself | Aditya Birla Sun Life Multi Asset Allocation and Sundaram Multi Asset Allocation share 22% of their portfolios |
| Sundaram Multi Asset AllocationMulti Asset Allocation | Sundaram Multi Asset Allocation and Kotak Multi Asset Allocation: no portfolio disclosed for Kotak Multi Asset Allocation | Sundaram Multi Asset Allocation and BANDHAN MULTI ASSET ALLOCATION share 19% of their portfolios | Sundaram Multi Asset Allocation and Aditya Birla Sun Life Multi Asset Allocation share 22% of their portfolios | itself |
Closest pair: BANDHAN MULTI ASSET ALLOCATION FUND and Aditya Birla Sun Life 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.
Kotak Multi Asset Allocation has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, 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 | BANDHAN MULTI ASSET ALLOCATION | Aditya Birla Sun Life Multi Asset Allocation | Sundaram Multi Asset Allocation |
|---|---|---|---|---|
| Category | Multi Asset Allocation | Multi Asset Allocation | Multi Asset Allocation | Multi Asset Allocation |
| Fund house | Kotak Mahindra Asset Management Company Limited. | Bandhan AMC Limited | Aditya Birla Sun Life AMC Limited | Sundaram Asset Management Company Ltd |
| Share of three-year stretches it beat its category P4 | not measured | not measured | 88% of 8 | not measured |
| Regular plan costs more than Direct by, a year P5 | 1.55% points | 1.71% points | 1.60% points | 1.66% points |
| Portfolio turned over a year P1 | not measured | 67% | 53% | 64% |
| Run by P7 | not known | Gautam Kaul. · 2.6 yrs | Bhupesh Bameta · ≥ 3 mo | Arjun Nagarajan · ≥ 2.0 yrs |
| 1-year return | 14.7% | 12.6% | 11.6% | 6.0% |
| 3 years p.a. | 18.4% | — | 16.5% | — |
| 5 years p.a. | — | — | — | — |
| Deepest fall (max drawdown) | −13.8% | −10.0% | −12.8% | −13.1% |
| Assets (AUM) | ₹13,629 Cr | ₹3,611 Cr | ₹7,139 Cr | ₹3,294 Cr |
| Disclosed history | — | 2.4 yrs | 3.7 yrs | 2.7 yrs |
| Holdings · top ten weight | none disclosed | 183 · 41% | 113 · 33% | 72 · 39% |
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.