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.
5 of 6 chosen
Add another Money Market fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | ICICI Prudential Money Market | SBI Money Market | Aditya Birla Sun Life Money Market | Kotak Money Market | HDFC Money Market |
|---|---|---|---|---|---|
| ICICI Prudential Money MarketMoney Market | itself | ICICI Prudential Money Market and SBI Money Market share 17% of their portfolios | ICICI Prudential Money Market and Aditya Birla Sun Life Money Market share 7% of their portfolios | ICICI Prudential Money Market and Kotak Money Market: no portfolio disclosed for Kotak Money Market | ICICI Prudential Money Market and HDFC Money Market share 24% of their portfolios |
| SBI Money MarketMoney Market | SBI Money Market and ICICI Prudential Money Market share 17% of their portfolios | itself | SBI Money Market and Aditya Birla Sun Life Money Market share 9% of their portfolios | SBI Money Market and Kotak Money Market: no portfolio disclosed for Kotak Money Market | SBI Money Market and HDFC Money Market share 14% of their portfolios |
| Aditya Birla Sun Life Money MarketMoney Market | Aditya Birla Sun Life Money Market and ICICI Prudential Money Market share 7% of their portfolios | Aditya Birla Sun Life Money Market and SBI Money Market share 9% of their portfolios | itself | Aditya Birla Sun Life Money Market and Kotak Money Market: no portfolio disclosed for Kotak Money Market | Aditya Birla Sun Life Money Market and HDFC Money Market share 9% of their portfolios |
| Kotak Money MarketMoney Market | Kotak Money Market and ICICI Prudential Money Market: no portfolio disclosed for Kotak Money Market | Kotak Money Market and SBI Money Market: no portfolio disclosed for Kotak Money Market | Kotak Money Market and Aditya Birla Sun Life Money Market: no portfolio disclosed for Kotak Money Market | itself | Kotak Money Market and HDFC Money Market: no portfolio disclosed for Kotak Money Market |
| HDFC Money MarketMoney Market | HDFC Money Market and ICICI Prudential Money Market share 24% of their portfolios | HDFC Money Market and SBI Money Market share 14% of their portfolios | HDFC Money Market and Aditya Birla Sun Life Money Market share 9% of their portfolios | HDFC Money Market and Kotak Money Market: no portfolio disclosed for Kotak Money Market | itself |
Closest pair: ICICI Prudential Money Market Fund and HDFC Money Market 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.
Kotak Money Market has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, not a finding about the fund.
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 | ICICI Prudential Money Market | SBI Money Market | Aditya Birla Sun Life Money Market | Kotak Money Market | HDFC Money Market |
|---|---|---|---|---|---|
| Category | Money Market | Money Market | Money Market | Money Market | Money Market |
| Fund house | ICICI Prudential Asset Management Company Limited | SBI Funds Management Limited | Aditya Birla Sun Life AMC Limited | Kotak Mahindra Asset Management Company Limited. | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 88% of 109 | 95% of 109 | 100% of 109 | 57% of 109 | 85% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.61% points | 0.12% points | 0.09% points | 0.27% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured | not measured | not measured |
| Run by P7 | Nikhil Kabra · 10 yrs | Rajeev · ≥ 3 mo | Anuj Jain · ≥ 1 mo | not known | not known |
| 1-year return | 6.5% | 6.4% | 6.6% | 6.6% | 6.6% |
| 3 years p.a. | 7.4% | 7.3% | 7.4% | 7.4% | 7.4% |
| 5 years p.a. | 6.7% | 6.7% | 6.8% | 6.7% | 6.8% |
| Deepest fall (max drawdown) | −0.2% | −0.1% | −0.2% | −0.1% | −0.1% |
| Assets (AUM) | ₹30,104 Cr | ₹33,732 Cr | ₹26,528 Cr | ₹32,331 Cr | ₹33,193 Cr |
| Disclosed history | 6.2 yrs | 1 mo | 13 yrs | — | 2.3 yrs |
| Holdings · top ten weight | 144 · 26% | 96 · 35% | 150 · 27% | none disclosed | 135 · 24% |
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.