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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) | Kotak Arbitrage | SBI Arbitrage | HDFC Arbitrage |
|---|---|---|---|---|
| Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund)Arbitrage | itself | Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund) and Kotak 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) | 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) |
| Kotak ArbitrageArbitrage | Kotak Arbitrage and Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund): no portfolio disclosed for Kotak Arbitrage | itself | Kotak Arbitrage and SBI Arbitrage: no portfolio disclosed for Kotak Arbitrage | Kotak Arbitrage and HDFC Arbitrage: no portfolio disclosed for Kotak Arbitrage |
| 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 Kotak Arbitrage: no portfolio disclosed for Kotak Arbitrage | itself | SBI Arbitrage and HDFC Arbitrage share 57% 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 Kotak Arbitrage: no portfolio disclosed for Kotak Arbitrage | HDFC Arbitrage and SBI Arbitrage share 57% of their portfolios | itself |
Closest pair: SBI Arbitrage Fund and HDFC Arbitrage Fund share 57% of their portfolios. Holding both is closer to holding one twice than to diversifying.
2 of these funds have no portfolio on file, so their rows are blank rather than zero — an absence in our data, not a finding about the funds.
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) | Kotak Arbitrage | SBI Arbitrage | HDFC Arbitrage |
|---|---|---|---|---|
| Category | Arbitrage | Arbitrage | Arbitrage | Arbitrage |
| Fund house | Sundaram Asset Management Company Ltd | Kotak Mahindra Asset Management Company Limited. | SBI Funds Management Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 0% of 21 | 100% of 109 | 38% of 109 | 28% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.72% points | 0.58% points | not measured | 0.53% points |
| Portfolio turned over a year P1 | not measured | not measured | 98% | 117% |
| Run by P7 | Dwijendra Srivastava · ≥ 2.0 yrs | not known | Ardhendu Bhattacharya · ≥ 3 mo | not known |
| 1-year return | 6.8% | 6.8% | 6.5% | 6.7% |
| 3 years p.a. | 7.3% | 7.5% | 7.3% | 7.3% |
| 5 years p.a. | — | 6.9% | 6.9% | 6.7% |
| Deepest fall (max drawdown) | −0.5% | −0.5% | −0.5% | −0.5% |
| Assets (AUM) | ₹600 Cr | ₹70,955 Cr | ₹38,447 Cr | ₹25,229 Cr |
| Disclosed history | — | — | 5.8 yrs | 2.4 yrs |
| Holdings · top ten weight | none disclosed | none disclosed | 208 · 41% | 191 · 39% |
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.