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. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
4 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 | ADITYA BIRLA SUN LIFE ARBITRAGE | Invesco India 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 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 Invesco India 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 ADITYA BIRLA SUN LIFE ARBITRAGE share 51% of their portfolios | ICICI Prudential Arbitrage and Invesco India Arbitrage share 54% 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 | itself | ADITYA BIRLA SUN LIFE ARBITRAGE and Invesco India Arbitrage share 50% of their portfolios |
| Invesco India ArbitrageArbitrage | Invesco India Arbitrage and Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund): no portfolio disclosed for Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund) | Invesco India Arbitrage and ICICI Prudential Arbitrage share 54% of their portfolios | Invesco India Arbitrage and ADITYA BIRLA SUN LIFE ARBITRAGE share 50% of their portfolios | itself |
Closest pair: ICICI Prudential Arbitrage Fund and Invesco India Arbitrage Fund share 54% 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 our data, 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 | ADITYA BIRLA SUN LIFE ARBITRAGE | Invesco India Arbitrage |
|---|---|---|---|---|
| Category | Arbitrage | Arbitrage | Arbitrage | Arbitrage |
| Fund house | Sundaram Asset Management Company Ltd | ICICI Prudential Asset Management Company Limited | Aditya Birla Sun Life AMC Limited | Invesco Asset Management (India) Private Limited |
| Share of three-year stretches it beat its category P4 | 0% of 21 | 100% of 109 | 100% of 109 | 93% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.72% points | 0.60% points | 0.68% points | 0.66% points |
| Portfolio turned over a year P1 | not measured | 128% | 86% | 233% |
| Run by P7 | Dwijendra Srivastava · ≥ 2.0 yrs | Nikhil Kabra · 5.8 yrs | Krina Mehta · ≥ 6 mo | Deepak Gupta · ≥ 1 mo |
| 1-year return | 6.8% | 6.7% | 6.8% | 6.9% |
| 3 years p.a. | 7.3% | 7.3% | 7.5% | 7.5% |
| 5 years p.a. | — | 6.7% | 6.8% | 7.1% |
| Deepest fall (max drawdown) | −0.5% | −0.4% | −0.5% | −0.4% |
| Assets (AUM) | ₹600 Cr | ₹34,536 Cr | ₹26,997 Cr | ₹24,108 Cr |
| Disclosed history | — | 10 yrs | 8.3 yrs | 11 yrs |
| Holdings · top ten weight | none disclosed | 205 · 41% | 208 · 35% | 582 · 113% |
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.