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 | ADITYA BIRLA SUN LIFE ARBITRAGE | Tata Arbitrage | Invesco India Arbitrage | Nippon India Arbitrage |
|---|---|---|---|---|---|
| SBI ArbitrageArbitrage | itself | SBI Arbitrage and ADITYA BIRLA SUN LIFE ARBITRAGE share 53% of their portfolios | SBI Arbitrage and Tata Arbitrage share -0% of their portfolios | SBI Arbitrage and Invesco India Arbitrage share 53% of their portfolios | SBI Arbitrage and Nippon India Arbitrage share 54% of their portfolios |
| ADITYA BIRLA SUN LIFE ARBITRAGEArbitrage | ADITYA BIRLA SUN LIFE ARBITRAGE and SBI Arbitrage share 53% of their portfolios | itself | ADITYA BIRLA SUN LIFE ARBITRAGE and Tata Arbitrage share -0% of their portfolios | ADITYA BIRLA SUN LIFE ARBITRAGE and Invesco India Arbitrage share 50% of their portfolios | ADITYA BIRLA SUN LIFE ARBITRAGE and Nippon India Arbitrage share 50% of their portfolios |
| Tata ArbitrageArbitrage | Tata Arbitrage and SBI Arbitrage share -0% of their portfolios | Tata Arbitrage and ADITYA BIRLA SUN LIFE ARBITRAGE share -0% of their portfolios | itself | Tata Arbitrage and Invesco India Arbitrage share -0% of their portfolios | Tata Arbitrage and Nippon India Arbitrage share -0% of their portfolios |
| Invesco India ArbitrageArbitrage | Invesco India Arbitrage and SBI Arbitrage share 53% of their portfolios | Invesco India Arbitrage and ADITYA BIRLA SUN LIFE ARBITRAGE share 50% of their portfolios | Invesco India Arbitrage and Tata Arbitrage share -0% of their portfolios | itself | Invesco India Arbitrage and Nippon India Arbitrage share 47% of their portfolios |
| Nippon India ArbitrageArbitrage | Nippon India Arbitrage and SBI Arbitrage share 54% of their portfolios | Nippon India Arbitrage and ADITYA BIRLA SUN LIFE ARBITRAGE share 50% of their portfolios | Nippon India Arbitrage and Tata Arbitrage share -0% of their portfolios | Nippon India Arbitrage and Invesco India Arbitrage share 47% of their portfolios | itself |
Closest pair: SBI Arbitrage Fund and Nippon India Arbitrage Fund share 54% 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 | ADITYA BIRLA SUN LIFE ARBITRAGE | Tata Arbitrage | Invesco India Arbitrage | Nippon India Arbitrage |
|---|---|---|---|---|---|
| Category | Arbitrage | Arbitrage | Arbitrage | Arbitrage | Arbitrage |
| Fund house | SBI Funds Management Limited | Aditya Birla Sun Life AMC Limited | Tata Asset Management Limited | Invesco Asset Management (India) Private 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 58 | 93% of 109 | 100% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.68% points | 0.82% points | 0.66% points | 0.70% points |
| Portfolio turned over a year P1 | 98% | 86% | 263% | 233% | 118% |
| Run by P7 | Ardhendu Bhattacharya · ≥ 3 mo | Krina Mehta · ≥ 6 mo | Sailesh Jain · ≥ 1.3 yrs | Deepak Gupta · ≥ 1 mo | Rohit Hashmukh Shah · 2.3 yrs |
| 1-year return | 6.5% | 6.8% | 6.8% | 6.9% | 6.8% |
| 3 years p.a. | 7.3% | 7.5% | 7.5% | 7.5% | 7.3% |
| 5 years p.a. | 6.9% | 6.8% | 6.9% | 7.1% | 6.8% |
| Deepest fall (max drawdown) | −0.5% | −0.5% | −0.4% | −0.4% | −0.4% |
| Assets (AUM) | ₹38,447 Cr | ₹26,997 Cr | ₹24,426 Cr | ₹24,108 Cr | ₹16,560 Cr |
| Disclosed history | 5.8 yrs | 8.3 yrs | 1.3 yrs | 11 yrs | 14 yrs |
| Holdings · top ten weight | 208 · 41% | 208 · 35% | 212 · 52% | 582 · 113% | 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.