Moves between shares and bonds. How much of their portfolios 36 Balanced Advantage / Dynamic Asset Allocation funds hold in common: the same holdings, the same industries and the same sectors, from their latest monthly portfolios.
The same companies and bonds. The middle of all 630 pairs of Balanced Advantage / Dynamic Asset Allocation funds.
Kinds of business, such as banks or IT software. The middle of all 630 pairs of Balanced Advantage / Dynamic Asset Allocation funds.
Broad sectors, such as financial services. The middle of all 630 pairs of Balanced Advantage / Dynamic Asset Allocation funds.
Overlap by holdings; tap a figure to see what the two hold in common
| HDFC Balanced Advantage | ICICI Prudential Balanced Advantage | SBI Balanced Advantage | Kotak Balanced Advantage | Edelweiss Balanced Advantage | Aditya Birla Sun Life Balanced Advantage | Nippon India Balanced Advantage | Tata Balanced Advantage | |
|---|---|---|---|---|---|---|---|---|
| HDFC Balanced Advantage₹1.03 lakh cr | 41% | 35% | 40% | 38% | 29% | 39% | 29% | |
| ICICI Prudential Balanced Advantage₹72,512 cr | 41% | 31% | 36% | 46% | 34% | 40% | 29% | |
| SBI Balanced Advantage₹40,410 cr | 35% | 31% | 31% | 34% | 28% | 28% | 29% | |
| Kotak Balanced Advantage₹16,445 cr | 40% | 36% | 31% | 40% | 31% | 37% | 35% | |
| Edelweiss Balanced Advantage₹13,019 cr | 38% | 46% | 34% | 40% | 30% | 39% | 29% | |
| Aditya Birla Sun Life Balanced Advantage₹9,937 cr | 29% | 34% | 28% | 31% | 30% | 33% | 27% | |
| Nippon India Balanced Advantage₹9,509 cr | 39% | 40% | 28% | 37% | 39% | 33% | 28% | |
| Tata Balanced Advantage₹7,854 cr | 29% | 29% | 29% | 35% | 29% | 27% | 28% |
The pairs with the most holdings in common
The pairs with the fewest holdings in common
Overlap is the smaller weight of each thing two funds both hold, added up. Industries and sectors follow AMFI's classification and count shares only. Prices as of November 2026. Every Balanced Advantage / Dynamic Asset Allocation fund · Check any funds
Two Balanced Advantage / Dynamic Asset Allocation funds typically hold 26% of the same investments, 45% of the same industries and 53% of the same sectors, by weight. That is the middle of all 630 pairs among 36 funds.
Axis Balanced Advantage Fund and Nippon India Balanced Advantage Fund, which hold 49% of the same investments.
Motilal Oswal Balanced Advantage Fund and quant Dynamic Asset Allocation Fund, with 0% of their investments in common.
Funds in one category follow the same SEBI rules, so they tend to own the same kinds of businesses, such as banks and IT companies, while picking different companies within them.