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

The Wealth Company LiquidAditya Birla Sun Life Liquid
The Wealth Company Liquid
itself
0%
Aditya Birla Sun Life Liquid
0%
itself

Most alike: The Wealth Company Liquid Fund and Aditya Birla Sun Life Liquid Fund share 0% 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

MeasureThe Wealth Company LiquidAditya Birla Sun Life Liquid
CategoryLiquidLiquid
Share of three-year stretches it beat its category P4not measured100% of 109
Regular plan costs more than Direct by, a year P5not measured0.11%
Portfolio turned over a year P1not measurednot measured
Run by P7not knownnot known
1-year return—6.6%
3 years p.a.—7.0%
5 years p.a.—6.4%
Deepest fall (max drawdown)−0.0%0.0%
Assets (AUM)₹555 Cr₹74,572 Cr
Disclosed history—8.3 yrs
Holdings · top ten weight— · —227 · 19%

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.