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. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
3 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 | Franklin India Multi Asset Allocation | Quant Multi Asset Allocation | SBI MULTI ASSET ALLOCATION |
|---|---|---|---|
| Franklin India Multi Asset AllocationMulti Asset Allocation | itself | Franklin India Multi Asset Allocation and Quant Multi Asset Allocation share 24% of their portfolios | Franklin India Multi Asset Allocation and SBI MULTI ASSET ALLOCATION share 11% of their portfolios |
| Quant Multi Asset AllocationMulti Asset Allocation | Quant Multi Asset Allocation and Franklin India Multi Asset Allocation share 24% of their portfolios | itself | Quant Multi Asset Allocation and SBI MULTI ASSET ALLOCATION share 10% of their portfolios |
| SBI MULTI ASSET ALLOCATIONMulti Asset Allocation | SBI MULTI ASSET ALLOCATION and Franklin India Multi Asset Allocation share 11% of their portfolios | SBI MULTI ASSET ALLOCATION and Quant Multi Asset Allocation share 10% of their portfolios | itself |
Closest pair: Franklin India Multi Asset Allocation Fund and Quant Multi Asset Allocation Fund share 24% 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 | Franklin India Multi Asset Allocation | Quant Multi Asset Allocation | SBI MULTI ASSET ALLOCATION |
|---|---|---|---|
| Category | Multi Asset Allocation | Multi Asset Allocation | Multi Asset Allocation |
| Fund house | Franklin Templeton Asset Management (India) Private Limited | quant Money Managers Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | not measured | 100% of 43 | 23% of 43 |
| Regular plan costs more than Direct by, a year P5 | 1.73% points | 0.82% points | 0.99% points |
| Portfolio turned over a year P1 | 48% | 135% | 46% |
| Run by P7 | not known | Ankit Pande · ≥ 2.4 yrs | Dinesh Balachandran · ≥ 3 mo |
| 1-year return | 9.0% | 15.8% | 10.2% |
| 3 years p.a. | — | 22.6% | 15.2% |
| 5 years p.a. | — | 19.6% | 13.5% |
| Deepest fall (max drawdown) | −11.6% | −12.5% | −8.6% |
| Assets (AUM) | ₹2,933 Cr | ₹6,356 Cr | ₹18,225 Cr |
| Disclosed history | 1.1 yrs | 6.9 yrs | 5.8 yrs |
| Holdings · top ten weight | 68 · 39% | 68 · 78% | 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.