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 Liquid fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Taurus Liquid | Aditya Birla Sun Life Liquid | Axis Liquid | Nippon India Liquid | Tata Liquid |
|---|---|---|---|---|---|
| Taurus LiquidLiquid | itself | Taurus Liquid and Aditya Birla Sun Life Liquid: no portfolio disclosed for Taurus Liquid | Taurus Liquid and Axis Liquid: no portfolio disclosed for Taurus Liquid | Taurus Liquid and Nippon India Liquid: no portfolio disclosed for Taurus Liquid | Taurus Liquid and Tata Liquid: no portfolio disclosed for Taurus Liquid |
| Aditya Birla Sun Life LiquidLiquid | Aditya Birla Sun Life Liquid and Taurus Liquid: no portfolio disclosed for Taurus Liquid | itself | Aditya Birla Sun Life Liquid and Axis Liquid share 14% of their portfolios | Aditya Birla Sun Life Liquid and Nippon India Liquid share 20% of their portfolios | Aditya Birla Sun Life Liquid and Tata Liquid share 16% of their portfolios |
| Axis LiquidLiquid | Axis Liquid and Taurus Liquid: no portfolio disclosed for Taurus Liquid | Axis Liquid and Aditya Birla Sun Life Liquid share 14% of their portfolios | itself | Axis Liquid and Nippon India Liquid share 17% of their portfolios | Axis Liquid and Tata Liquid share 13% of their portfolios |
| Nippon India LiquidLiquid | Nippon India Liquid and Taurus Liquid: no portfolio disclosed for Taurus Liquid | Nippon India Liquid and Aditya Birla Sun Life Liquid share 20% of their portfolios | Nippon India Liquid and Axis Liquid share 17% of their portfolios | itself | Nippon India Liquid and Tata Liquid share 20% of their portfolios |
| Tata LiquidLiquid | Tata Liquid and Taurus Liquid: no portfolio disclosed for Taurus Liquid | Tata Liquid and Aditya Birla Sun Life Liquid share 16% of their portfolios | Tata Liquid and Axis Liquid share 13% of their portfolios | Tata Liquid and Nippon India Liquid share 20% of their portfolios | itself |
Closest pair: Nippon India Liquid Fund and Tata Liquid Fund share 20% 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.
Taurus Liquid 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 | Taurus Liquid | Aditya Birla Sun Life Liquid | Axis Liquid | Nippon India Liquid | Tata Liquid |
|---|---|---|---|---|---|
| Category | Liquid | Liquid | Liquid | Liquid | Liquid |
| Fund house | Taurus Asset Management Company Limited | Aditya Birla Sun Life AMC Limited | Axis Asset Management Co. Ltd. | Nippon Life India Asset Management Limited | Tata Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 0% of 39 | 100% of 109 | 100% of 109 | 100% of 109 | 80% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.11% points | 0.08% points | 0.98% points | 0.10% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured | not measured | not measured |
| Run by P7 | not known | not known | not known | Vikash Agarwal · 1.9 yrs | Amit Somani · ≥ 9 mo |
| 1-year return | 5.5% | 6.6% | 6.6% | 6.6% | 6.5% |
| 3 years p.a. | 5.4% | 7.0% | 7.0% | 7.0% | 7.0% |
| 5 years p.a. | 4.8% | 6.4% | 6.4% | 6.4% | 6.4% |
| Deepest fall (max drawdown) | not computed | 0.0% | −0.0% | 0.0% | −0.0% |
| Assets (AUM) | ₹0 Cr | ₹74,572 Cr | ₹55,968 Cr | ₹42,119 Cr | ₹30,380 Cr |
| Disclosed history | — | 8.3 yrs | 5.9 yrs | 14 yrs | 11 yrs |
| Holdings · top ten weight | none disclosed | 227 · 19% | 137 · 30% | 168 · 21% | 89 · 30% |
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.