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
| HSBC Multi Asset Allocation | ICICI Prudential Multi Asset Allocation | |
|---|---|---|
| HSBC Multi Asset Allocation | itself | 15% |
| ICICI Prudential Multi Asset Allocation | 15% | itself |
Most alike: HSBC Multi Asset Allocation Fund and ICICI Prudential Multi Asset Allocation 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 | HSBC Multi Asset Allocation | ICICI Prudential Multi Asset Allocation |
|---|---|---|
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Share of three-year stretches it beat its category P4 | not measured | 84% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.53% | 0.87% |
| Portfolio turned over a year P1 | 161% | 51% |
| Run by P7 | Cheenu Gupta · 2.5 yrs | Gaurav Chikane · 5.4 yrs |
| 1-year return | 11.5% | 3.5% |
| 3 years p.a. | — | 14.4% |
| 5 years p.a. | — | 15.4% |
| Deepest fall (max drawdown) | −18.7% | −9.5% |
| Assets (AUM) | ₹3,260 Cr | ₹87,933 Cr |
| Disclosed history | 2.6 yrs | 13 yrs |
| Holdings · top ten weight | 90 · 43% | 255 · 42% |
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.