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
| HDFC Arbitrage | ICICI Prudential Arbitrage | |
|---|---|---|
| HDFC Arbitrage | itself | 51% |
| ICICI Prudential Arbitrage | 51% | itself |
Most alike: HDFC Arbitrage Fund and ICICI Prudential Arbitrage Fund share 51% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Side by side
record, cost, returns, drawdown, size
| Measure | HDFC Arbitrage | ICICI Prudential Arbitrage |
|---|---|---|
| Category | Arbitrage | Arbitrage |
| Share of three-year stretches it beat its category P4 | 28% of 109 | 100% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.53% | 0.60% |
| Portfolio turned over a year P1 | 117% | 128% |
| Run by P7 | not known | Nikhil Kabra · 5.8 yrs |
| 1-year return | 6.7% | 6.7% |
| 3 years p.a. | 7.3% | 7.3% |
| 5 years p.a. | 6.7% | 6.7% |
| Deepest fall (max drawdown) | −0.5% | −0.4% |
| Assets (AUM) | ₹25,229 Cr | ₹34,536 Cr |
| Disclosed history | 2.4 yrs | 10 yrs |
| Holdings · top ten weight | 191 · 39% | 205 · 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.