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 Balanced Hybrid | 360 ONE Balanced Hybrid | |
|---|---|---|
| WhiteOak Capital Balanced Hybrid | itself | 15% |
| 360 ONE Balanced Hybrid | 15% | itself |
Most alike: WhiteOak Capital Balanced Hybrid Fund and 360 ONE Balanced Hybrid Fund share 15% 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 Balanced Hybrid | 360 ONE Balanced Hybrid |
|---|---|---|
| Category | Balanced Hybrid | Balanced Hybrid |
| Share of three-year stretches it beat its category P4 | not measured | not measured |
| Regular plan costs more than Direct by, a year P5 | 1.65% | 1.66% |
| Portfolio turned over a year P1 | 38% | 43% |
| Run by P7 | Piyush Baranwal · 2.9 yrs | Mayur Patel · ≥ 2.6 yrs |
| 1-year return | 2.8% | 4.9% |
| 3 years p.a. | — | 11.3% |
| 5 years p.a. | — | — |
| Deepest fall (max drawdown) | −8.4% | −6.7% |
| Assets (AUM) | ₹300 Cr | ₹722 Cr |
| Disclosed history | 2.8 yrs | 3.0 yrs |
| Holdings · top ten weight | 147 · 32% | 84 · 33% |
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.