ANVESHAN
Theme
Create account

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.

2 of 6 pickedCompare

Overlap

share of the portfolio the two funds hold in common

360 ONE LiquidSBI LIQUID
360 ONE Liquid
itself
3%
SBI LIQUID
3%
itself

Most alike: 360 ONE Liquid Fund and SBI LIQUID FUND share 3% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.

Side by side

record, cost, returns, drawdown, size

Measure360 ONE LiquidSBI LIQUID
CategoryLiquidLiquid
Share of three-year stretches it beat its category P40% of 10921% of 109
Regular plan costs more than Direct by, a year P50.06%0.09%
Portfolio turned over a year P1not measurednot measured
Run by P7Milan Mody · ≥ 2.7 yrsRajeev Radhakrishnan · ≥ 3 mo
1-year return6.3%6.5%
3 years p.a.6.8%6.9%
5 years p.a.6.2%6.3%
Deepest fall (max drawdown)−0.0%−0.0%
Assets (AUM)₹692 Cr₹84,054 Cr
Disclosed history3.4 yrs5.8 yrs
Holdings · top ten weight25 · 57%158 · 29%

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.