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
| Mahindra Manulife Arbitrage | ADITYA BIRLA SUN LIFE ARBITRAGE | |
|---|---|---|
| Mahindra Manulife Arbitrage | itself | 30% |
| ADITYA BIRLA SUN LIFE ARBITRAGE | 30% | itself |
Most alike: Mahindra Manulife Arbitrage Fund and ADITYA BIRLA SUN LIFE ARBITRAGE FUND share 30% 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 | Mahindra Manulife Arbitrage | ADITYA BIRLA SUN LIFE ARBITRAGE |
|---|---|---|
| Category | Arbitrage | Arbitrage |
| Share of three-year stretches it beat its category P4 | 0% of 38 | 100% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.85% | 0.68% |
| Portfolio turned over a year P1 | 101% | 86% |
| Run by P7 | Rahul Pal · 6.1 yrs | Krina Mehta · ≥ 6 mo |
| 1-year return | 6.3% | 6.8% |
| 3 years p.a. | 6.5% | 7.5% |
| 5 years p.a. | 5.8% | 6.8% |
| Deepest fall (max drawdown) | −0.5% | −0.5% |
| Assets (AUM) | ₹134 Cr | ₹26,997 Cr |
| Disclosed history | 4.8 yrs | 8.3 yrs |
| Holdings · top ten weight | 69 · 132% | 208 · 35% |
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.