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
| Parag Parikh Arbitrage | ADITYA BIRLA SUN LIFE ARBITRAGE | |
|---|---|---|
| Parag Parikh Arbitrage | itself | 34% |
| ADITYA BIRLA SUN LIFE ARBITRAGE | 34% | itself |
Most alike: Parag Parikh Arbitrage Fund and ADITYA BIRLA SUN LIFE ARBITRAGE FUND share 34% 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 | Parag Parikh Arbitrage | ADITYA BIRLA SUN LIFE ARBITRAGE |
|---|---|---|
| Category | Arbitrage | Arbitrage |
| Share of three-year stretches it beat its category P4 | not measured | 100% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.38% | 0.68% |
| Portfolio turned over a year P1 | 69% | 86% |
| Run by P7 | Raj Mehta · 2.8 yrs | Krina Mehta · ≥ 6 mo |
| 1-year return | 6.5% | 6.8% |
| 3 years p.a. | — | 7.5% |
| 5 years p.a. | — | 6.8% |
| Deepest fall (max drawdown) | −0.6% | −0.5% |
| Assets (AUM) | ₹2,699 Cr | ₹26,997 Cr |
| Disclosed history | 2.8 yrs | 8.3 yrs |
| Holdings · top ten weight | 85 · 52% | 208 · 35% |
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.