Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.
4 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 | Tata Multi Asset Allocation | Aditya Birla Sun Life Multi Asset Allocation | Quant Multi Asset Allocation |
|---|---|---|---|---|
| Franklin India Multi Asset AllocationMulti Asset Allocation | itself | Franklin India Multi Asset Allocation and Tata Multi Asset Allocation share 25% of their portfolios | Franklin India Multi Asset Allocation and Aditya Birla Sun Life Multi Asset Allocation share 23% of their portfolios | Franklin India Multi Asset Allocation and Quant Multi Asset Allocation share 24% of their portfolios |
| Tata Multi Asset AllocationMulti Asset Allocation | Tata Multi Asset Allocation and Franklin India Multi Asset Allocation share 25% of their portfolios | itself | Tata Multi Asset Allocation and Aditya Birla Sun Life Multi Asset Allocation share 26% of their portfolios | Tata Multi Asset Allocation and Quant Multi Asset Allocation share 18% of their portfolios |
| Aditya Birla Sun Life Multi Asset AllocationMulti Asset Allocation | Aditya Birla Sun Life Multi Asset Allocation and Franklin India Multi Asset Allocation share 23% of their portfolios | Aditya Birla Sun Life Multi Asset Allocation and Tata Multi Asset Allocation share 26% of their portfolios | itself | Aditya Birla Sun Life Multi Asset Allocation and Quant Multi Asset Allocation share 15% of their portfolios |
| Quant Multi Asset AllocationMulti Asset Allocation | Quant Multi Asset Allocation and Franklin India Multi Asset Allocation share 24% of their portfolios | Quant Multi Asset Allocation and Tata Multi Asset Allocation share 18% of their portfolios | Quant Multi Asset Allocation and Aditya Birla Sun Life Multi Asset Allocation share 15% of their portfolios | itself |
Closest pair: Tata Multi Asset Allocation Fund and Aditya Birla Sun Life Multi Asset Allocation Fund share 26% 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 | Tata Multi Asset Allocation | Aditya Birla Sun Life Multi Asset Allocation | Quant Multi Asset Allocation |
|---|---|---|---|---|
| Category | Multi Asset Allocation | Multi Asset Allocation | Multi Asset Allocation | Multi Asset Allocation |
| Fund house | Franklin Templeton Asset Management (India) Private Limited | Tata Asset Management Limited | Aditya Birla Sun Life AMC Limited | quant Money Managers Limited |
| Share of three-year stretches it beat its category P4 | not measured | 19% of 43 | 88% of 8 | 100% of 43 |
| Regular plan costs more than Direct by, a year P5 | 1.73% points | 1.90% points | 1.60% points | 0.82% points |
| Portfolio turned over a year P1 | 48% | 42% | 53% | 135% |
| Run by P7 | not known | Murthy Nagarajan · ≥ 1.3 yrs | Bhupesh Bameta · ≥ 3 mo | Ankit Pande · ≥ 2.4 yrs |
| 1-year return | 9.0% | 6.8% | 11.6% | 15.8% |
| 3 years p.a. | — | 13.5% | 16.5% | 22.6% |
| 5 years p.a. | — | 12.6% | — | 19.6% |
| Deepest fall (max drawdown) | −11.6% | −10.3% | −12.8% | −12.5% |
| Assets (AUM) | ₹2,933 Cr | ₹5,206 Cr | ₹7,139 Cr | ₹6,356 Cr |
| Disclosed history | 1.1 yrs | 6.4 yrs | 3.7 yrs | 6.9 yrs |
| Holdings · top ten weight | 68 · 39% | 112 · 38% | 113 · 33% | 68 · 78% |
Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.