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.
3 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) | HDFC 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 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 Invesco India Arbitrage: no portfolio disclosed for Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund) |
| 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) | itself | HDFC Arbitrage and Invesco India Arbitrage share 52% 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 HDFC Arbitrage share 52% of their portfolios | itself |
Closest pair: HDFC Arbitrage Fund and Invesco India Arbitrage Fund share 52% 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) | HDFC Arbitrage | Invesco India Arbitrage |
|---|---|---|---|
| Category | Arbitrage | Arbitrage | Arbitrage |
| Fund house | Sundaram Asset Management Company Ltd | HDFC Asset Management Company Limited | Invesco Asset Management (India) Private Limited |
| Share of three-year stretches it beat its category P4 | 0% of 21 | 28% of 109 | 93% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.72% points | 0.53% points | 0.66% points |
| Portfolio turned over a year P1 | not measured | 117% | 233% |
| Run by P7 | Dwijendra Srivastava · ≥ 2.0 yrs | not known | Deepak Gupta · ≥ 1 mo |
| 1-year return | 6.8% | 6.7% | 6.9% |
| 3 years p.a. | 7.3% | 7.3% | 7.5% |
| 5 years p.a. | — | 6.7% | 7.1% |
| Deepest fall (max drawdown) | −0.5% | −0.5% | −0.4% |
| Assets (AUM) | ₹600 Cr | ₹25,229 Cr | ₹24,108 Cr |
| Disclosed history | — | 2.4 yrs | 11 yrs |
| Holdings · top ten weight | none disclosed | 191 · 39% | 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.