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
| ICICI Prudential Short Term | Aditya Birla Sun Life Short Term | |
|---|---|---|
| ICICI Prudential Short Term | itself | 12% |
| Aditya Birla Sun Life Short Term | 12% | itself |
Most alike: ICICI Prudential Short Term Fund and Aditya Birla Sun Life Short Term Fund share 12% 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 | ICICI Prudential Short Term | Aditya Birla Sun Life Short Term |
|---|---|---|
| Category | Short Duration | Short Duration |
| Share of three-year stretches it beat its category P4 | 100% of 109 | 100% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.76% | 0.68% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Manish Banthia · 17 yrs | Mohit Sharma · ≥ 6 mo |
| 1-year return | 6.3% | 5.9% |
| 3 years p.a. | 7.8% | 7.6% |
| 5 years p.a. | 7.2% | 6.9% |
| Deepest fall (max drawdown) | −0.5% | −0.5% |
| Assets (AUM) | ₹19,409 Cr | ₹5,802 Cr |
| Disclosed history | 13 yrs | 7.7 yrs |
| Holdings · top ten weight | 168 · 28% | 84 · 47% |
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.