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
| Union Multi Asset Allocation | Nippon India Multi Asset Allocation | |
|---|---|---|
| Union Multi Asset Allocation | itself | 27% |
| Nippon India Multi Asset Allocation | 27% | itself |
Most alike: Union Multi Asset Allocation Fund and Nippon India Multi Asset Allocation Fund share 27% 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 | Union Multi Asset Allocation | Nippon India Multi Asset Allocation |
|---|---|---|
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Share of three-year stretches it beat its category P4 | not measured | 76% of 38 |
| Regular plan costs more than Direct by, a year P5 | 1.30% | 1.53% |
| Portfolio turned over a year P1 | 72% | 53% |
| Run by P7 | Anindya Sarkar · 2.0 yrs | Kinjal Desai · 6.0 yrs |
| 1-year return | 10.4% | 11.5% |
| 3 years p.a. | — | 19.4% |
| 5 years p.a. | — | 15.8% |
| Deepest fall (max drawdown) | −12.4% | −10.8% |
| Assets (AUM) | ₹988 Cr | ₹15,774 Cr |
| Disclosed history | 2.0 yrs | 6.1 yrs |
| Holdings · top ten weight | 89 · 42% | 172 · 34% |
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.