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.
5 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 | Sundaram Multi Asset Allocation | BANDHAN MULTI ASSET ALLOCATION | SBI MULTI ASSET ALLOCATION | Quant Multi Asset Allocation | Tata Multi Asset Allocation |
|---|---|---|---|---|---|
| Sundaram Multi Asset AllocationMulti Asset Allocation | itself | Sundaram Multi Asset Allocation and BANDHAN MULTI ASSET ALLOCATION share 19% of their portfolios | Sundaram Multi Asset Allocation and SBI MULTI ASSET ALLOCATION share 17% of their portfolios | Sundaram Multi Asset Allocation and Quant Multi Asset Allocation share 20% of their portfolios | Sundaram Multi Asset Allocation and Tata Multi Asset Allocation share 22% of their portfolios |
| BANDHAN MULTI ASSET ALLOCATIONMulti Asset Allocation | BANDHAN MULTI ASSET ALLOCATION and Sundaram Multi Asset Allocation share 19% of their portfolios | itself | BANDHAN MULTI ASSET ALLOCATION and SBI MULTI ASSET ALLOCATION share 14% of their portfolios | BANDHAN MULTI ASSET ALLOCATION and Quant Multi Asset Allocation share 15% of their portfolios | BANDHAN MULTI ASSET ALLOCATION and Tata Multi Asset Allocation share 27% of their portfolios |
| SBI MULTI ASSET ALLOCATIONMulti Asset Allocation | SBI MULTI ASSET ALLOCATION and Sundaram Multi Asset Allocation share 17% of their portfolios | SBI MULTI ASSET ALLOCATION and BANDHAN MULTI ASSET ALLOCATION share 14% of their portfolios | itself | SBI MULTI ASSET ALLOCATION and Quant Multi Asset Allocation share 10% of their portfolios | SBI MULTI ASSET ALLOCATION and Tata Multi Asset Allocation share 13% of their portfolios |
| Quant Multi Asset AllocationMulti Asset Allocation | Quant Multi Asset Allocation and Sundaram Multi Asset Allocation share 20% of their portfolios | Quant Multi Asset Allocation and BANDHAN MULTI ASSET ALLOCATION share 15% of their portfolios | Quant Multi Asset Allocation and SBI MULTI ASSET ALLOCATION share 10% of their portfolios | itself | Quant Multi Asset Allocation and Tata Multi Asset Allocation share 18% of their portfolios |
| Tata Multi Asset AllocationMulti Asset Allocation | Tata Multi Asset Allocation and Sundaram Multi Asset Allocation share 22% of their portfolios | Tata Multi Asset Allocation and BANDHAN MULTI ASSET ALLOCATION share 27% of their portfolios | Tata Multi Asset Allocation and SBI MULTI ASSET ALLOCATION share 13% of their portfolios | Tata Multi Asset Allocation and Quant Multi Asset Allocation share 18% of their portfolios | itself |
Closest pair: BANDHAN MULTI ASSET ALLOCATION FUND and Tata 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.
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 | Sundaram Multi Asset Allocation | BANDHAN MULTI ASSET ALLOCATION | SBI MULTI ASSET ALLOCATION | Quant Multi Asset Allocation | Tata Multi Asset Allocation |
|---|---|---|---|---|---|
| Category | Multi Asset Allocation | Multi Asset Allocation | Multi Asset Allocation | Multi Asset Allocation | Multi Asset Allocation |
| Fund house | Sundaram Asset Management Company Ltd | Bandhan AMC Limited | SBI Funds Management Limited | quant Money Managers Limited | Tata Asset Management Limited |
| Share of three-year stretches it beat its category P4 | not measured | not measured | 23% of 43 | 100% of 43 | 19% of 43 |
| Regular plan costs more than Direct by, a year P5 | 1.66% points | 1.71% points | 0.99% points | 0.82% points | 1.90% points |
| Portfolio turned over a year P1 | 64% | 67% | 46% | 135% | 42% |
| Run by P7 | Arjun Nagarajan · ≥ 2.0 yrs | Gautam Kaul. · 2.6 yrs | Dinesh Balachandran · ≥ 3 mo | Ankit Pande · ≥ 2.4 yrs | Murthy Nagarajan · ≥ 1.3 yrs |
| 1-year return | 6.0% | 12.6% | 10.2% | 15.8% | 6.8% |
| 3 years p.a. | — | — | 15.2% | 22.6% | 13.5% |
| 5 years p.a. | — | — | 13.5% | 19.6% | 12.6% |
| Deepest fall (max drawdown) | −13.1% | −10.0% | −8.6% | −12.5% | −10.3% |
| Assets (AUM) | ₹3,294 Cr | ₹3,611 Cr | ₹18,225 Cr | ₹6,356 Cr | ₹5,206 Cr |
| Disclosed history | 2.7 yrs | 2.4 yrs | 5.8 yrs | 6.9 yrs | 6.4 yrs |
| Holdings · top ten weight | 72 · 39% | 183 · 41% | 128 · 30% | 68 · 78% | 112 · 38% |
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.