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
| Quantum Multi Asset Allocation | SBI MULTI ASSET ALLOCATION | |
|---|---|---|
| Quantum Multi Asset Allocation | itself | 9% |
| SBI MULTI ASSET ALLOCATION | 9% | itself |
Most alike: Quantum Multi Asset Allocation Fund and SBI MULTI ASSET ALLOCATION FUND share 9% 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 | Quantum Multi Asset Allocation | SBI MULTI ASSET ALLOCATION |
|---|---|---|
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Share of three-year stretches it beat its category P4 | not measured | 23% of 43 |
| Regular plan costs more than Direct by, a year P5 | 1.72% | 0.99% |
| Portfolio turned over a year P1 | 29% | 46% |
| Run by P7 | Mansi Vasa · 1.4 yrs | Dinesh Balachandran · ≥ 3 mo |
| 1-year return | 1.4% | 10.2% |
| 3 years p.a. | — | 15.2% |
| 5 years p.a. | — | 13.5% |
| Deepest fall (max drawdown) | −10.5% | −8.6% |
| Assets (AUM) | ₹59 Cr | ₹18,225 Cr |
| Disclosed history | 2.5 yrs | 5.8 yrs |
| Holdings · top ten weight | 51 · 63% | 128 · 30% |
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.