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.
Overlap
share of the portfolio the two funds hold in common
| JM Arbitrage | SBI Arbitrage | |
|---|---|---|
| JM Arbitrage | itself | 52% |
| SBI Arbitrage | 52% | itself |
Most alike: JM Arbitrage Fund and SBI Arbitrage Fund share 52% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Side by side
record, cost, returns, drawdown, size
| Measure | JM Arbitrage | SBI Arbitrage |
|---|---|---|
| Category | Arbitrage | Arbitrage |
| Share of three-year stretches it beat its category P4 | 0% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.56% | not measured |
| Portfolio turned over a year P1 | 148% | 98% |
| Run by P7 | Asit Bhandarkar · 12 yrs | Ardhendu Bhattacharya · ≥ 3 mo |
| 1-year return | 6.4% | 6.5% |
| 3 years p.a. | 7.0% | 7.3% |
| 5 years p.a. | 6.4% | 6.9% |
| Deepest fall (max drawdown) | −0.5% | −0.5% |
| Assets (AUM) | ₹453 Cr | ₹38,447 Cr |
| Disclosed history | 14 yrs | 5.8 yrs |
| Holdings · top ten weight | 129 · 36% | 208 · 41% |
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.