ANVESHAN
Theme
Create account

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.

2 of 6 pickedCompare

Overlap

share of the portfolio the two funds hold in common

Bank of India Money MarketSBI Money Market
Bank of India Money Market
itself
10%
SBI Money Market
10%
itself

Most alike: Bank of India Money Market Fund and SBI Money Market Fund share 10% 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

MeasureBank of India Money MarketSBI Money Market
CategoryMoney MarketMoney Market
Share of three-year stretches it beat its category P4not measured95% of 109
Regular plan costs more than Direct by, a year P50.47%0.61%
Portfolio turned over a year P1not measurednot measured
Run by P7Mithraem Bharucha · 1.6 yrsRajeev · ≥ 3 mo
1-year return6.7%6.4%
3 years p.a.—7.3%
5 years p.a.—6.7%
Deepest fall (max drawdown)−0.2%−0.1%
Assets (AUM)₹468 Cr₹33,732 Cr
Disclosed history1.6 yrs1 mo
Holdings · top ten weight32 · 55%96 · 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.