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
| Union Arbitrage | Kotak Arbitrage | |
|---|---|---|
| Union Arbitrage | itself | 0% |
| Kotak Arbitrage | 0% | itself |
Most alike: Union Arbitrage Fund and Kotak Arbitrage Fund share 0% 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
| Measure | Union Arbitrage | Kotak Arbitrage |
|---|---|---|
| Category | Arbitrage | Arbitrage |
| Share of three-year stretches it beat its category P4 | 4% of 56 | 100% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.58% | 0.58% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Devesh Thacker · 7.6 yrs | not known |
| 1-year return | 6.6% | 6.8% |
| 3 years p.a. | 7.2% | 7.5% |
| 5 years p.a. | 6.5% | 6.9% |
| Deepest fall (max drawdown) | −0.6% | −0.5% |
| Assets (AUM) | ₹250 Cr | ₹70,955 Cr |
| Disclosed history | — | — |
| Holdings · top ten weight | — · — | — · — |
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.