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 | SBI Balanced Hybrid | |
|---|---|---|
| WhiteOak Capital Balanced Hybrid | itself | 1% |
| SBI Balanced Hybrid | 1% | itself |
Most alike: WhiteOak Capital Balanced Hybrid Fund and SBI Balanced Hybrid Fund share 1% 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 | SBI 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% | not measured |
| Portfolio turned over a year P1 | 38% | not measured |
| Run by P7 | Piyush Baranwal · 2.9 yrs | Rajeev · 1 mo |
| 1-year return | 2.8% | — |
| 3 years p.a. | — | — |
| 5 years p.a. | — | — |
| Deepest fall (max drawdown) | −8.4% | −0.9% |
| Assets (AUM) | ₹300 Cr | ₹1,822 Cr |
| Disclosed history | 2.8 yrs | 1 mo |
| Holdings · top ten weight | 147 · 32% | 10 · 100% |
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.