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.
3 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 | Tata Money Market | Nippon India Money Market | ICICI Prudential Money Market |
|---|---|---|---|
| Tata Money MarketMoney Market | itself | Tata Money Market and Nippon India Money Market share 11% of their portfolios | Tata Money Market and ICICI Prudential Money Market share 13% of their portfolios |
| Nippon India Money MarketMoney Market | Nippon India Money Market and Tata Money Market share 11% of their portfolios | itself | Nippon India Money Market and ICICI Prudential Money Market share 21% of their portfolios |
| ICICI Prudential Money MarketMoney Market | ICICI Prudential Money Market and Tata Money Market share 13% of their portfolios | ICICI Prudential Money Market and Nippon India Money Market share 21% of their portfolios | itself |
Closest pair: Nippon India Money Market Fund and ICICI Prudential Money Market Fund share 21% 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 | Tata Money Market | Nippon India Money Market | ICICI Prudential Money Market |
|---|---|---|---|
| Category | Money Market | Money Market | Money Market |
| Fund house | Tata Asset Management Limited | Nippon Life India Asset Management Limited | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 56% of 109 | 92% of 109 | 88% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.18% points | 0.12% points | not measured |
| Portfolio turned over a year P1 | not measured | not measured | not measured |
| Run by P7 | Amit Somani · ≥ 9 mo | Vikash Agarwal · 1.9 yrs | Nikhil Kabra · 10 yrs |
| 1-year return | 6.7% | 6.5% | 6.5% |
| 3 years p.a. | 7.5% | 7.4% | 7.4% |
| 5 years p.a. | 6.9% | 6.8% | 6.7% |
| Deepest fall (max drawdown) | −0.1% | −0.1% | −0.2% |
| Assets (AUM) | ₹33,894 Cr | ₹22,152 Cr | ₹30,104 Cr |
| Disclosed history | 11 yrs | 13 yrs | 6.2 yrs |
| Holdings · top ten weight | 97 · 31% | 157 · 26% | 144 · 26% |
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.