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
| Old Bridge Arbitrage | SBI Arbitrage | |
|---|---|---|
| Old Bridge Arbitrage | itself | 0% |
| SBI Arbitrage | 0% | itself |
Most alike: Old Bridge Arbitrage Fund and SBI Arbitrage 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
| Measure | Old Bridge Arbitrage | SBI Arbitrage |
|---|---|---|
| Category | Arbitrage | Arbitrage |
| Share of three-year stretches it beat its category P4 | not measured | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | not measured |
| Portfolio turned over a year P1 | not measured | 98% |
| Run by P7 | not known | Ardhendu Bhattacharya · ≥ 3 mo |
| 1-year return | — | 6.5% |
| 3 years p.a. | — | 7.3% |
| 5 years p.a. | — | 6.9% |
| Deepest fall (max drawdown) | −0.7% | −0.5% |
| Assets (AUM) | ₹165 Cr | ₹38,447 Cr |
| Disclosed history | — | 5.8 yrs |
| Holdings · top ten weight | — · — | 208 · 41% |
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.