Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.
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 | Aditya Birla Sun Life Money Market | Nippon India Money Market | HDFC Money Market | Tata Money Market | Kotak Money Market |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Money MarketMoney Market | itself | Aditya Birla Sun Life Money Market and Nippon India Money Market share 11% of their portfolios | Aditya Birla Sun Life Money Market and HDFC Money Market share 9% of their portfolios | Aditya Birla Sun Life Money Market and Tata Money Market share 10% of their portfolios | Aditya Birla Sun Life Money Market and Kotak Money Market: no portfolio disclosed for Kotak Money Market |
| Nippon India Money MarketMoney Market | Nippon India Money Market and Aditya Birla Sun Life Money Market share 11% of their portfolios | itself | Nippon India Money Market and HDFC Money Market share 21% of their portfolios | Nippon India Money Market and Tata Money Market share 11% of their portfolios | Nippon India Money Market and Kotak Money Market: no portfolio disclosed for Kotak Money Market |
| HDFC Money MarketMoney Market | HDFC Money Market and Aditya Birla Sun Life Money Market share 9% of their portfolios | HDFC Money Market and Nippon India Money Market share 21% of their portfolios | itself | HDFC Money Market and Tata Money Market share 15% of their portfolios | HDFC Money Market and Kotak Money Market: no portfolio disclosed for Kotak Money Market |
| Tata Money MarketMoney Market | Tata Money Market and Aditya Birla Sun Life Money Market share 10% of their portfolios | Tata Money Market and Nippon India Money Market share 11% of their portfolios | Tata Money Market and HDFC Money Market share 15% of their portfolios | itself | Tata Money Market and Kotak Money Market: no portfolio disclosed for Kotak Money Market |
| Kotak Money MarketMoney Market | Kotak Money Market and Aditya Birla Sun Life Money Market: no portfolio disclosed for Kotak Money Market | Kotak Money Market and Nippon India Money Market: no portfolio disclosed for Kotak Money Market | Kotak Money Market and HDFC Money Market: no portfolio disclosed for Kotak Money Market | Kotak Money Market and Tata Money Market: no portfolio disclosed for Kotak Money Market | itself |
Closest pair: Nippon India Money Market Fund and HDFC 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.
Kotak Money Market has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, 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 | Aditya Birla Sun Life Money Market | Nippon India Money Market | HDFC Money Market | Tata Money Market | Kotak Money Market |
|---|---|---|---|---|---|
| Category | Money Market | Money Market | Money Market | Money Market | Money Market |
| Fund house | Aditya Birla Sun Life AMC Limited | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited | Tata Asset Management Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 100% of 109 | 92% of 109 | 85% of 109 | 56% of 109 | 57% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.12% points | 0.12% points | 0.27% points | 0.18% points | 0.09% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured | not measured | not measured |
| Run by P7 | Anuj Jain · ≥ 1 mo | Vikash Agarwal · 1.9 yrs | not known | Amit Somani · ≥ 9 mo | not known |
| 1-year return | 6.6% | 6.5% | 6.6% | 6.7% | 6.6% |
| 3 years p.a. | 7.4% | 7.4% | 7.4% | 7.5% | 7.4% |
| 5 years p.a. | 6.8% | 6.8% | 6.8% | 6.9% | 6.7% |
| Deepest fall (max drawdown) | −0.2% | −0.1% | −0.1% | −0.1% | −0.1% |
| Assets (AUM) | ₹26,528 Cr | ₹22,152 Cr | ₹33,193 Cr | ₹33,894 Cr | ₹32,331 Cr |
| Disclosed history | 13 yrs | 13 yrs | 2.3 yrs | 11 yrs | — |
| Holdings · top ten weight | 150 · 27% | 157 · 26% | 135 · 24% | 97 · 31% | none disclosed |
Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.