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
| SBI Balanced Hybrid | WhiteOak Capital Balanced Hybrid | |
|---|---|---|
| SBI Balanced Hybrid | itself | 1% |
| WhiteOak Capital Balanced Hybrid | 1% | itself |
Most alike: SBI Balanced Hybrid Fund and WhiteOak Capital Balanced Hybrid Fund share 1% 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 | SBI Balanced Hybrid | WhiteOak Capital Balanced Hybrid |
|---|---|---|
| Category | Balanced Hybrid | Balanced Hybrid |
| Share of three-year stretches it beat its category P4 | not measured | not measured |
| Regular plan costs more than Direct by, a year P5 | not measured | 1.65% |
| Portfolio turned over a year P1 | not measured | 38% |
| Run by P7 | Rajeev · 1 mo | Piyush Baranwal · 2.9 yrs |
| 1-year return | — | 2.8% |
| 3 years p.a. | — | — |
| 5 years p.a. | — | — |
| Deepest fall (max drawdown) | −0.9% | −8.4% |
| Assets (AUM) | ₹1,822 Cr | ₹300 Cr |
| Disclosed history | 1 mo | 2.8 yrs |
| Holdings · top ten weight | 10 · 100% | 147 · 32% |
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.