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.
2 of 6 chosen
Add another Money Market fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | JioBlackRock Money Market | Tata Money Market |
|---|---|---|
| JioBlackRock Money MarketMoney Market | itself | JioBlackRock Money Market and Tata Money Market share 7% of their portfolios |
| Tata Money MarketMoney Market | Tata Money Market and JioBlackRock Money Market share 7% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, JioBlackRock Money Market Fund and Tata Money Market Fund, share 7%. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what you wanted.
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 | JioBlackRock Money Market | Tata Money Market |
|---|---|---|
| Category | Money Market | Money Market |
| Fund house | Jio BlackRock Asset Management Private Limited | Tata Asset Management Limited |
| Share of three-year stretches it beat its category P4 | not measured | 56% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.18% points |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Arun Ramachandran · 1.2 yrs | Amit Somani · ≥ 9 mo |
| 1-year return | 6.5% | 6.7% |
| 3 years p.a. | — | 7.5% |
| 5 years p.a. | — | 6.9% |
| Deepest fall (max drawdown) | −0.2% | −0.1% |
| Assets (AUM) | ₹3,541 Cr | ₹33,894 Cr |
| Disclosed history | 1.1 yrs | 11 yrs |
| Holdings · top ten weight | 36 · 54% | 97 · 31% |
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.