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
| SBI ULTRA SHORT TERM | Axis Ultra Short Term | |
|---|---|---|
| SBI ULTRA SHORT TERM | itself | 6% |
| Axis Ultra Short Term | 6% | itself |
Most alike: SBI ULTRA SHORT TERM FUND and Axis Ultra Short Term Fund share 6% 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 | SBI ULTRA SHORT TERM | Axis Ultra Short Term |
|---|---|---|
| Category | Ultra Short Term | Ultra Short Term |
| Share of three-year stretches it beat its category P4 | 30% of 109 | 100% of 61 |
| Regular plan costs more than Direct by, a year P5 | 0.17% | 0.92% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Sudhir Agrawal · 1 mo | not known |
| 1-year return | 6.5% | 6.8% |
| 3 years p.a. | 7.2% | 7.5% |
| 5 years p.a. | 6.5% | 6.8% |
| Deepest fall (max drawdown) | −0.1% | −0.1% |
| Assets (AUM) | ₹12,168 Cr | ₹5,612 Cr |
| Disclosed history | 1 mo | 5.9 yrs |
| Holdings · top ten weight | 64 · 51% | 97 · 38% |
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.