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
| Helios Balanced Advantage | HDFC Balanced Advantage | |
|---|---|---|
| Helios Balanced Advantage | itself | 29% |
| HDFC Balanced Advantage | 29% | itself |
Most alike: Helios Balanced Advantage Fund and HDFC Balanced Advantage Fund share 29% 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 | Helios Balanced Advantage | HDFC Balanced Advantage |
|---|---|---|
| Category | Dynamic Asset Allocation or Balanced Advantage | Dynamic Asset Allocation or Balanced Advantage |
| Share of three-year stretches it beat its category P4 | not measured | 86% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.63% | 0.72% |
| Portfolio turned over a year P1 | 79% | 29% |
| Run by P7 | Alok Bahl · 2.4 yrs | not known |
| 1-year return | 2.5% | −0.5% |
| 3 years p.a. | — | 11.4% |
| 5 years p.a. | — | 13.9% |
| Deepest fall (max drawdown) | −11.1% | −10.2% |
| Assets (AUM) | ₹292 Cr | ₹1.08 lakh Cr |
| Disclosed history | 2.5 yrs | 2.3 yrs |
| Holdings · top ten weight | 58 · 40% | 326 · 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.