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
| BARODA BNP PARIBAS ARBITRAGE | SBI Arbitrage | |
|---|---|---|
| BARODA BNP PARIBAS ARBITRAGE | itself | 35% |
| SBI Arbitrage | 35% | itself |
Most alike: BARODA BNP PARIBAS ARBITRAGE FUND and SBI Arbitrage Fund share 35% 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 | BARODA BNP PARIBAS ARBITRAGE | SBI Arbitrage |
|---|---|---|
| Category | Arbitrage | Arbitrage |
| Share of three-year stretches it beat its category P4 | 79% of 19 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.77% | not measured |
| Portfolio turned over a year P1 | 162% | 98% |
| Run by P7 | Neeraj Saxena · ≥ 1.7 yrs | Ardhendu Bhattacharya · ≥ 3 mo |
| 1-year return | 6.4% | 6.5% |
| 3 years p.a. | 7.3% | 7.3% |
| 5 years p.a. | — | 6.9% |
| Deepest fall (max drawdown) | −0.3% | −0.5% |
| Assets (AUM) | ₹1,141 Cr | ₹38,447 Cr |
| Disclosed history | 2.2 yrs | 5.8 yrs |
| Holdings · top ten weight | 182 · 115% | 208 · 41% |
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.