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 Money Market | Tata Money Market | |
|---|---|---|
| Union Money Market | itself | 8% |
| Tata Money Market | 8% | itself |
Most alike: Union Money Market Fund and Tata Money Market Fund share 8% 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 Money Market | Tata Money Market |
|---|---|---|
| Category | Money Market | Money Market |
| Share of three-year stretches it beat its category P4 | 0% of 26 | 56% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.74% | 0.18% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Devesh Thacker · 5.0 yrs | Amit Somani · ≥ 9 mo |
| 1-year return | 6.8% | 6.7% |
| 3 years p.a. | 7.2% | 7.5% |
| 5 years p.a. | 6.5% | 6.9% |
| Deepest fall (max drawdown) | −0.1% | −0.1% |
| Assets (AUM) | ₹1,162 Cr | ₹33,894 Cr |
| Disclosed history | 2.2 yrs | 11 yrs |
| Holdings · top ten weight | 49 · 40% | 97 · 31% |
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.