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. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
3 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 | Kotak Arbitrage | Tata Arbitrage |
|---|---|---|---|
| HDFC ArbitrageArbitrage | itself | HDFC Arbitrage and Kotak Arbitrage: no portfolio disclosed for Kotak Arbitrage | HDFC Arbitrage and Tata Arbitrage share -0% of their portfolios |
| Kotak ArbitrageArbitrage | Kotak Arbitrage and HDFC Arbitrage: no portfolio disclosed for Kotak Arbitrage | itself | Kotak Arbitrage and Tata Arbitrage: no portfolio disclosed for Kotak Arbitrage |
| Tata ArbitrageArbitrage | Tata Arbitrage and HDFC Arbitrage share -0% of their portfolios | Tata Arbitrage and Kotak Arbitrage: no portfolio disclosed for Kotak Arbitrage | itself |
No two of these hold much of the same portfolio. The closest pair, HDFC Arbitrage Fund and Tata Arbitrage Fund, share -0%. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what you wanted.
Kotak Arbitrage has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, 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 | Kotak Arbitrage | Tata Arbitrage |
|---|---|---|---|
| Category | Arbitrage | Arbitrage | Arbitrage |
| Fund house | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | Tata Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 28% of 109 | 100% of 109 | 100% of 58 |
| Regular plan costs more than Direct by, a year P5 | 0.53% points | 0.58% points | 0.82% points |
| Portfolio turned over a year P1 | 117% | not measured | 263% |
| Run by P7 | not known | not known | Sailesh Jain · ≥ 1.3 yrs |
| 1-year return | 6.7% | 6.8% | 6.8% |
| 3 years p.a. | 7.3% | 7.5% | 7.5% |
| 5 years p.a. | 6.7% | 6.9% | 6.9% |
| Deepest fall (max drawdown) | −0.5% | −0.5% | −0.4% |
| Assets (AUM) | ₹25,229 Cr | ₹70,955 Cr | ₹24,426 Cr |
| Disclosed history | 2.4 yrs | — | 1.3 yrs |
| Holdings · top ten weight | 191 · 39% | none disclosed | 212 · 52% |
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.