Shares, bonds and gold together. How much of their portfolios 36 Multi 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 Multi Asset Allocation funds.
Kinds of business, such as banks or IT software. The middle of all 630 pairs of Multi Asset Allocation funds.
Broad sectors, such as financial services. The middle of all 630 pairs of Multi Asset Allocation funds.
Overlap by holdings; tap a figure to see what the two hold in common
| ICICI Prudential Multi Asset Allocation | SBI Multi Asset Allocation | Nippon India Multi Asset Allocation | Kotak Multi Asset Allocation | DSP Multi Asset Allocation | WhiteOak Capital Multi Asset Allocation | Aditya Birla Sun Life Multi Asset Allocation | Quant Multi Asset Allocation | |
|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Multi Asset Allocation₹83,186 cr | 14% | 31% | 19% | 27% | 22% | 28% | 17% | |
| SBI Multi Asset Allocation₹20,828 cr | 14% | 16% | 12% | 13% | 13% | 14% | 10% | |
| Nippon India Multi Asset Allocation₹18,130 cr | 31% | 16% | 16% | 20% | 17% | 31% | 19% | |
| Kotak Multi Asset Allocation₹14,716 cr | 19% | 12% | 16% | 16% | 9% | 14% | 10% | |
| DSP Multi Asset Allocation₹10,902 cr | 27% | 13% | 20% | 16% | 20% | 20% | 12% | |
| WhiteOak Capital Multi Asset Allocation₹9,284 cr | 22% | 13% | 17% | 9% | 20% | 23% | 8% | |
| Aditya Birla Sun Life Multi Asset Allocation₹7,443 cr | 28% | 14% | 31% | 14% | 20% | 23% | 14% | |
| Quant Multi Asset Allocation₹6,691 cr | 17% | 10% | 19% | 10% | 12% | 8% | 14% |
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 Multi Asset Allocation fund · Check any funds
Two Multi Asset Allocation funds typically hold 14% of the same investments, 32% of the same industries and 39% of the same sectors, by weight. That is the middle of all 630 pairs among 36 funds.
Franklin India Multi Asset Allocation Fund and Shriram Multi Asset Allocation Fund, which hold 43% of the same investments.
Capitalmind Multi Asset Allocation Fund and JM Multi 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.