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.
4 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 | HDFC Money Market | Aditya Birla Sun Life Money Market | Tata Money Market | Kotak Money Market |
|---|---|---|---|---|
| HDFC Money MarketMoney Market | itself | HDFC Money Market and Aditya Birla Sun Life Money Market share 9% of their portfolios | 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 |
| Aditya Birla Sun Life Money MarketMoney Market | Aditya Birla Sun Life Money Market and HDFC Money Market share 9% of their portfolios | itself | 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 |
| Tata Money MarketMoney Market | Tata Money Market and HDFC Money Market share 15% of their portfolios | Tata Money Market and Aditya Birla Sun Life Money Market share 10% 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 HDFC 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 | Kotak Money Market and Tata Money Market: no portfolio disclosed for Kotak Money Market | itself |
Closest pair: HDFC Money Market Fund and Tata Money Market Fund share 15% 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 | HDFC Money Market | Aditya Birla Sun Life Money Market | Tata Money Market | Kotak Money Market |
|---|---|---|---|---|
| Category | Money Market | Money Market | Money Market | Money Market |
| Fund house | HDFC Asset Management Company Limited | Aditya Birla Sun Life AMC Limited | Tata Asset Management Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 85% of 109 | 100% of 109 | 56% of 109 | 57% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.27% points | 0.12% points | 0.18% points | 0.09% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured | not measured |
| Run by P7 | not known | Anuj Jain · ≥ 1 mo | Amit Somani · ≥ 9 mo | not known |
| 1-year return | 6.6% | 6.6% | 6.7% | 6.6% |
| 3 years p.a. | 7.4% | 7.4% | 7.5% | 7.4% |
| 5 years p.a. | 6.8% | 6.8% | 6.9% | 6.7% |
| Deepest fall (max drawdown) | −0.1% | −0.2% | −0.1% | −0.1% |
| Assets (AUM) | ₹33,193 Cr | ₹26,528 Cr | ₹33,894 Cr | ₹32,331 Cr |
| Disclosed history | 2.3 yrs | 13 yrs | 11 yrs | — |
| Holdings · top ten weight | 135 · 24% | 150 · 27% | 97 · 31% | none disclosed |
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.