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 Arbitrage fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | SBI Arbitrage | ICICI Prudential Arbitrage | ADITYA BIRLA SUN LIFE ARBITRAGE | HDFC Arbitrage | Nippon India Arbitrage |
|---|---|---|---|---|---|
| SBI ArbitrageArbitrage | itself | SBI Arbitrage and ICICI Prudential Arbitrage share 56% of their portfolios | SBI Arbitrage and ADITYA BIRLA SUN LIFE ARBITRAGE share 53% of their portfolios | SBI Arbitrage and HDFC Arbitrage share 57% of their portfolios | SBI Arbitrage and Nippon India Arbitrage share 54% of their portfolios |
| ICICI Prudential ArbitrageArbitrage | ICICI Prudential Arbitrage and SBI Arbitrage share 56% of their portfolios | itself | ICICI Prudential Arbitrage and ADITYA BIRLA SUN LIFE ARBITRAGE share 51% of their portfolios | ICICI Prudential Arbitrage and HDFC Arbitrage share 51% of their portfolios | ICICI Prudential Arbitrage and Nippon India Arbitrage share 50% of their portfolios |
| ADITYA BIRLA SUN LIFE ARBITRAGEArbitrage | ADITYA BIRLA SUN LIFE ARBITRAGE and SBI Arbitrage share 53% of their portfolios | ADITYA BIRLA SUN LIFE ARBITRAGE and ICICI Prudential Arbitrage share 51% of their portfolios | itself | ADITYA BIRLA SUN LIFE ARBITRAGE and HDFC Arbitrage share 52% of their portfolios | ADITYA BIRLA SUN LIFE ARBITRAGE and Nippon India Arbitrage share 50% of their portfolios |
| HDFC ArbitrageArbitrage | HDFC Arbitrage and SBI Arbitrage share 57% of their portfolios | HDFC Arbitrage and ICICI Prudential Arbitrage share 51% of their portfolios | HDFC Arbitrage and ADITYA BIRLA SUN LIFE ARBITRAGE share 52% of their portfolios | itself | HDFC Arbitrage and Nippon India Arbitrage share 51% of their portfolios |
| Nippon India ArbitrageArbitrage | Nippon India Arbitrage and SBI Arbitrage share 54% of their portfolios | Nippon India Arbitrage and ICICI Prudential Arbitrage share 50% of their portfolios | Nippon India Arbitrage and ADITYA BIRLA SUN LIFE ARBITRAGE share 50% of their portfolios | Nippon India Arbitrage and HDFC Arbitrage share 51% of their portfolios | itself |
Closest pair: SBI Arbitrage Fund and HDFC Arbitrage Fund share 57% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | SBI Arbitrage | ICICI Prudential Arbitrage | ADITYA BIRLA SUN LIFE ARBITRAGE | HDFC Arbitrage | Nippon India Arbitrage |
|---|---|---|---|---|---|
| Category | Arbitrage | Arbitrage | Arbitrage | Arbitrage | Arbitrage |
| Fund house | SBI Funds Management Limited | ICICI Prudential Asset Management Company Limited | Aditya Birla Sun Life AMC Limited | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 100% of 109 | 100% of 109 | 28% of 109 | 100% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.60% points | 0.68% points | 0.53% points | 0.70% points |
| Portfolio turned over a year P1 | 98% | 128% | 86% | 117% | 118% |
| Run by P7 | Ardhendu Bhattacharya · ≥ 3 mo | Nikhil Kabra · 5.8 yrs | Krina Mehta · ≥ 6 mo | not known | Rohit Hashmukh Shah · 2.3 yrs |
| 1-year return | 6.5% | 6.7% | 6.8% | 6.7% | 6.8% |
| 3 years p.a. | 7.3% | 7.3% | 7.5% | 7.3% | 7.3% |
| 5 years p.a. | 6.9% | 6.7% | 6.8% | 6.7% | 6.8% |
| Deepest fall (max drawdown) | −0.5% | −0.4% | −0.5% | −0.5% | −0.4% |
| Assets (AUM) | ₹38,447 Cr | ₹34,536 Cr | ₹26,997 Cr | ₹25,229 Cr | ₹16,560 Cr |
| Disclosed history | 5.8 yrs | 10 yrs | 8.3 yrs | 2.4 yrs | 14 yrs |
| Holdings · top ten weight | 208 · 41% | 205 · 41% | 208 · 35% | 191 · 39% | 184 · 45% |
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.