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.
4 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 | Kotak Money Market | SBI Money Market | Aditya Birla Sun Life Money Market |
|---|---|---|---|---|
| JioBlackRock Money MarketMoney Market | itself | JioBlackRock Money Market and Kotak Money Market: no portfolio disclosed for Kotak Money Market | JioBlackRock Money Market and SBI Money Market share 9% of their portfolios | JioBlackRock Money Market and Aditya Birla Sun Life Money Market share 4% of their portfolios |
| Kotak Money MarketMoney Market | Kotak Money Market and JioBlackRock Money Market: no portfolio disclosed for Kotak Money Market | itself | Kotak Money Market and SBI Money Market: no portfolio disclosed for Kotak Money Market | Kotak Money Market and Aditya Birla Sun Life Money Market: no portfolio disclosed for Kotak Money Market |
| SBI Money MarketMoney Market | SBI Money Market and JioBlackRock Money Market share 9% of their portfolios | SBI Money Market and Kotak Money Market: no portfolio disclosed for Kotak Money Market | itself | SBI Money Market and Aditya Birla Sun Life Money Market share 9% of their portfolios |
| Aditya Birla Sun Life Money MarketMoney Market | Aditya Birla Sun Life Money Market and JioBlackRock Money Market share 4% of their portfolios | Aditya Birla Sun Life Money Market and Kotak Money Market: no portfolio disclosed for Kotak Money Market | Aditya Birla Sun Life Money Market and SBI Money Market share 9% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, SBI Money Market Fund and Aditya Birla Sun Life Money Market Fund, share 9%. 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.
Kotak Money Market 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 | JioBlackRock Money Market | Kotak Money Market | SBI Money Market | Aditya Birla Sun Life Money Market |
|---|---|---|---|---|
| Category | Money Market | Money Market | Money Market | Money Market |
| Fund house | Jio BlackRock Asset Management Private Limited | Kotak Mahindra Asset Management Company Limited. | SBI Funds Management Limited | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | not measured | 57% of 109 | 95% of 109 | 100% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.09% points | 0.61% points | 0.12% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured | not measured |
| Run by P7 | Arun Ramachandran · 1.2 yrs | not known | Rajeev · ≥ 3 mo | Anuj Jain · ≥ 1 mo |
| 1-year return | 6.5% | 6.6% | 6.4% | 6.6% |
| 3 years p.a. | — | 7.4% | 7.3% | 7.4% |
| 5 years p.a. | — | 6.7% | 6.7% | 6.8% |
| Deepest fall (max drawdown) | −0.2% | −0.1% | −0.1% | −0.2% |
| Assets (AUM) | ₹3,541 Cr | ₹32,331 Cr | ₹33,732 Cr | ₹26,528 Cr |
| Disclosed history | 1.1 yrs | — | 1 mo | 13 yrs |
| Holdings · top ten weight | 36 · 54% | none disclosed | 96 · 35% | 150 · 27% |
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.