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
| Aditya Birla Sun Life Short Term | JM Short Term | |
|---|---|---|
| Aditya Birla Sun Life Short Term | itself | 2% |
| JM Short Term | 2% | itself |
Most alike: Aditya Birla Sun Life Short Term Fund and JM Short Term Fund share 2% 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 | Aditya Birla Sun Life Short Term | JM Short Term |
|---|---|---|
| Category | Short Duration | Short Duration |
| Share of three-year stretches it beat its category P4 | 100% of 109 | 54% of 13 |
| Regular plan costs more than Direct by, a year P5 | 0.68% | not measured |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Mohit Sharma · ≥ 6 mo | Ruchi Fozdar · 2.5 yrs |
| 1-year return | 5.9% | 5.3% |
| 3 years p.a. | 7.6% | 7.1% |
| 5 years p.a. | 6.9% | — |
| Deepest fall (max drawdown) | −0.5% | −0.5% |
| Assets (AUM) | ₹5,802 Cr | ₹81 Cr |
| Disclosed history | 7.7 yrs | 12 yrs |
| Holdings · top ten weight | 84 · 47% | 20 · 74% |
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.