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 | HDFC Arbitrage | SBI Arbitrage | ICICI Prudential Arbitrage | Kotak Arbitrage | Invesco India Arbitrage |
|---|---|---|---|---|---|
| HDFC ArbitrageArbitrage | itself | HDFC Arbitrage and SBI Arbitrage share 57% of their portfolios | HDFC Arbitrage and ICICI Prudential Arbitrage share 51% of their portfolios | HDFC Arbitrage and Kotak Arbitrage: no portfolio disclosed for Kotak Arbitrage | HDFC Arbitrage and Invesco India Arbitrage share 52% of their portfolios |
| SBI ArbitrageArbitrage | SBI Arbitrage and HDFC Arbitrage share 57% of their portfolios | itself | SBI Arbitrage and ICICI Prudential Arbitrage share 56% of their portfolios | SBI Arbitrage and Kotak Arbitrage: no portfolio disclosed for Kotak Arbitrage | SBI Arbitrage and Invesco India Arbitrage share 53% of their portfolios |
| ICICI Prudential ArbitrageArbitrage | ICICI Prudential Arbitrage and HDFC Arbitrage share 51% of their portfolios | ICICI Prudential Arbitrage and SBI Arbitrage share 56% of their portfolios | itself | ICICI Prudential Arbitrage and Kotak Arbitrage: no portfolio disclosed for Kotak Arbitrage | ICICI Prudential Arbitrage and Invesco India Arbitrage share 54% of their portfolios |
| Kotak ArbitrageArbitrage | Kotak Arbitrage and HDFC Arbitrage: no portfolio disclosed for Kotak Arbitrage | Kotak Arbitrage and SBI Arbitrage: no portfolio disclosed for Kotak Arbitrage | Kotak Arbitrage and ICICI Prudential Arbitrage: no portfolio disclosed for Kotak Arbitrage | itself | Kotak Arbitrage and Invesco India Arbitrage: no portfolio disclosed for Kotak Arbitrage |
| Invesco India ArbitrageArbitrage | Invesco India Arbitrage and HDFC Arbitrage share 52% of their portfolios | Invesco India Arbitrage and SBI Arbitrage share 53% of their portfolios | Invesco India Arbitrage and ICICI Prudential Arbitrage share 54% of their portfolios | Invesco India Arbitrage and Kotak Arbitrage: no portfolio disclosed for Kotak Arbitrage | itself |
Closest pair: HDFC Arbitrage Fund and SBI Arbitrage Fund share 57% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Kotak Arbitrage 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 | HDFC Arbitrage | SBI Arbitrage | ICICI Prudential Arbitrage | Kotak Arbitrage | Invesco India Arbitrage |
|---|---|---|---|---|---|
| Category | Arbitrage | Arbitrage | Arbitrage | Arbitrage | Arbitrage |
| Fund house | HDFC Asset Management Company Limited | SBI Funds Management Limited | ICICI Prudential Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | Invesco Asset Management (India) Private Limited |
| Share of three-year stretches it beat its category P4 | 28% of 109 | 38% of 109 | 100% of 109 | 100% of 109 | 93% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.53% points | not measured | 0.60% points | 0.58% points | 0.66% points |
| Portfolio turned over a year P1 | 117% | 98% | 128% | not measured | 233% |
| Run by P7 | not known | Ardhendu Bhattacharya · ≥ 3 mo | Nikhil Kabra · 5.8 yrs | not known | Deepak Gupta · ≥ 1 mo |
| 1-year return | 6.7% | 6.5% | 6.7% | 6.8% | 6.9% |
| 3 years p.a. | 7.3% | 7.3% | 7.3% | 7.5% | 7.5% |
| 5 years p.a. | 6.7% | 6.9% | 6.7% | 6.9% | 7.1% |
| Deepest fall (max drawdown) | −0.5% | −0.5% | −0.4% | −0.5% | −0.4% |
| Assets (AUM) | ₹25,229 Cr | ₹38,447 Cr | ₹34,536 Cr | ₹70,955 Cr | ₹24,108 Cr |
| Disclosed history | 2.4 yrs | 5.8 yrs | 10 yrs | — | 11 yrs |
| Holdings · top ten weight | 191 · 39% | 208 · 41% | 205 · 41% | none disclosed | 582 · 113% |
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.