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
| Franklin India Short-Term Income Plan (no. of segregated portfolios- 3) | Aditya Birla Sun Life Short Term | |
|---|---|---|
| Franklin India Short-Term Income Plan (no. of segregated portfolios- 3) | itself | 0% |
| Aditya Birla Sun Life Short Term | 0% | itself |
Most alike: Franklin India Short-Term Income Plan (no. of segregated portfolios- 3) and Aditya Birla Sun Life Short Term 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 | Franklin India Short-Term Income Plan (no. of segregated portfolios- 3) | Aditya Birla Sun Life Short Term |
|---|---|---|
| Category | Short Duration | Short Duration |
| Share of three-year stretches it beat its category P4 | 51% of 93 | 100% of 109 |
| Regular plan costs more than Direct by, a year P5 | -0.11% | 0.68% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | not known | Mohit Sharma · ≥ 6 mo |
| 1-year return | 192.3% | 5.9% |
| 3 years p.a. | 47.1% | 7.6% |
| 5 years p.a. | 31.0% | 6.9% |
| Deepest fall (max drawdown) | 0.0% | −0.5% |
| Assets (AUM) | ₹5,398 Cr | ₹5,802 Cr |
| Disclosed history | 12 yrs | 7.7 yrs |
| Holdings · top ten weight | 2 · 100% | 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.