Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.
5 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 | Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund) | ICICI Prudential Arbitrage | HDFC Arbitrage | ADITYA BIRLA SUN LIFE ARBITRAGE | SBI Arbitrage |
|---|---|---|---|---|---|
| Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund)Arbitrage | itself | Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund) and ICICI Prudential Arbitrage: no portfolio disclosed for Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund) | Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund) and HDFC Arbitrage: no portfolio disclosed for Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund) | Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund) and ADITYA BIRLA SUN LIFE ARBITRAGE: no portfolio disclosed for Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund) | Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund) and SBI Arbitrage: no portfolio disclosed for Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund) |
| ICICI Prudential ArbitrageArbitrage | ICICI Prudential Arbitrage and Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund): no portfolio disclosed for Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund) | itself | ICICI Prudential Arbitrage and HDFC Arbitrage share 51% of their portfolios | ICICI Prudential Arbitrage and ADITYA BIRLA SUN LIFE ARBITRAGE share 51% of their portfolios | ICICI Prudential Arbitrage and SBI Arbitrage share 56% of their portfolios |
| HDFC ArbitrageArbitrage | HDFC Arbitrage and Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund): no portfolio disclosed for Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund) | HDFC Arbitrage and ICICI Prudential Arbitrage share 51% of their portfolios | itself | HDFC Arbitrage and ADITYA BIRLA SUN LIFE ARBITRAGE share 52% of their portfolios | HDFC Arbitrage and SBI Arbitrage share 57% of their portfolios |
| ADITYA BIRLA SUN LIFE ARBITRAGEArbitrage | ADITYA BIRLA SUN LIFE ARBITRAGE and Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund): no portfolio disclosed for Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund) | ADITYA BIRLA SUN LIFE ARBITRAGE and ICICI Prudential Arbitrage share 51% of their portfolios | ADITYA BIRLA SUN LIFE ARBITRAGE and HDFC Arbitrage share 52% of their portfolios | itself | ADITYA BIRLA SUN LIFE ARBITRAGE and SBI Arbitrage share 53% of their portfolios |
| SBI ArbitrageArbitrage | SBI Arbitrage and Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund): no portfolio disclosed for Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund) | SBI Arbitrage and ICICI Prudential Arbitrage share 56% of their portfolios | SBI Arbitrage and HDFC Arbitrage share 57% of their portfolios | SBI Arbitrage and ADITYA BIRLA SUN LIFE ARBITRAGE share 53% of their portfolios | itself |
Closest pair: HDFC Arbitrage Fund and SBI Arbitrage Fund share 57% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund) has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, 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 | Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund) | ICICI Prudential Arbitrage | HDFC Arbitrage | ADITYA BIRLA SUN LIFE ARBITRAGE | SBI Arbitrage |
|---|---|---|---|---|---|
| Category | Arbitrage | Arbitrage | Arbitrage | Arbitrage | Arbitrage |
| Fund house | Sundaram Asset Management Company Ltd | ICICI Prudential Asset Management Company Limited | HDFC Asset Management Company Limited | Aditya Birla Sun Life AMC Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 0% of 21 | 100% of 109 | 28% of 109 | 100% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.72% points | 0.60% points | 0.53% points | 0.68% points | not measured |
| Portfolio turned over a year P1 | not measured | 128% | 117% | 86% | 98% |
| Run by P7 | Dwijendra Srivastava · ≥ 2.0 yrs | Nikhil Kabra · 5.8 yrs | not known | Krina Mehta · ≥ 6 mo | Ardhendu Bhattacharya · ≥ 3 mo |
| 1-year return | 6.8% | 6.7% | 6.7% | 6.8% | 6.5% |
| 3 years p.a. | 7.3% | 7.3% | 7.3% | 7.5% | 7.3% |
| 5 years p.a. | — | 6.7% | 6.7% | 6.8% | 6.9% |
| Deepest fall (max drawdown) | −0.5% | −0.4% | −0.5% | −0.5% | −0.5% |
| Assets (AUM) | ₹600 Cr | ₹34,536 Cr | ₹25,229 Cr | ₹26,997 Cr | ₹38,447 Cr |
| Disclosed history | — | 10 yrs | 2.4 yrs | 8.3 yrs | 5.8 yrs |
| Holdings · top ten weight | none disclosed | 205 · 41% | 191 · 39% | 208 · 35% | 208 · 41% |
Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.