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
| Sundaram Income Plus Arbitrage Active FoF | SBI GOLD | |
|---|---|---|
| Sundaram Income Plus Arbitrage Active FoF | itself | 0% |
| SBI GOLD | 0% | itself |
Most alike: Sundaram Income Plus Arbitrage Active FoF and SBI GOLD 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 | Sundaram Income Plus Arbitrage Active FoF | SBI GOLD |
|---|---|---|
| Category | FoF Domestic | FoF Domestic |
| 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 | 0.39% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Bharath S · ≥ 4 mo | Viral Chhadva · 7 mo |
| 1-year return | — | 35.0% |
| 3 years p.a. | — | 35.7% |
| 5 years p.a. | — | 26.1% |
| Deepest fall (max drawdown) | −0.2% | −24.7% |
| Assets (AUM) | ₹69 Cr | ₹17,664 Cr |
| Disclosed history | 8 mo | 5.8 yrs |
| Holdings · top ten weight | 12 · 100% | 3 · 100% |
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.