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. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
3 of 6 chosen
Add another Ultra Short to Short Term fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | HDFC Ultra Short to Short Term | Tata Ultra Short to Short Term | ICICI Prudential Ultra Short to Short Term |
|---|---|---|---|
| HDFC Ultra Short to Short TermUltra Short to Short Term | itself | HDFC Ultra Short to Short Term and Tata Ultra Short to Short Term share 0% of their portfolios | HDFC Ultra Short to Short Term and ICICI Prudential Ultra Short to Short Term share 15% of their portfolios |
| Tata Ultra Short to Short TermUltra Short to Short Term | Tata Ultra Short to Short Term and HDFC Ultra Short to Short Term share 0% of their portfolios | itself | Tata Ultra Short to Short Term and ICICI Prudential Ultra Short to Short Term share 0% of their portfolios |
| ICICI Prudential Ultra Short to Short TermUltra Short to Short Term | ICICI Prudential Ultra Short to Short Term and HDFC Ultra Short to Short Term share 15% of their portfolios | ICICI Prudential Ultra Short to Short Term and Tata Ultra Short to Short Term share 0% of their portfolios | itself |
Closest pair: HDFC Ultra Short to Short Term Fund and ICICI Prudential Ultra Short to Short Term Fund share 15% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
Read a cell as: of everything the two funds hold, this much is the same holding at the same weight. It is symmetric — the pair above the diagonal and the pair below it are one number shown twice. A pair at 0% holds nothing in common, which is a real answer, and often the useful one.
Side by side
record, cost, returns, drawdown, size
| Measure | HDFC Ultra Short to Short Term | Tata Ultra Short to Short Term | ICICI Prudential Ultra Short to Short Term |
|---|---|---|---|
| Category | Ultra Short to Short Term | Ultra Short to Short Term | Ultra Short to Short Term |
| Fund house | HDFC Asset Management Company Limited | Tata Asset Management Limited | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 90% of 109 | 13% of 109 | 98% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.68% points | 0.27% points | 0.13% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured |
| Run by P7 | not known | Amit Somani · ≥ 9 mo | Darshil Dedhia · 3.3 yrs |
| 1-year return | 6.4% | 6.4% | 6.5% |
| 3 years p.a. | 7.4% | 7.3% | 7.4% |
| 5 years p.a. | 6.8% | 6.5% | 6.7% |
| Deepest fall (max drawdown) | −0.3% | −0.2% | −0.2% |
| Assets (AUM) | ₹17,888 Cr | ₹6,002 Cr | ₹21,200 Cr |
| Disclosed history | 1 mo | 1.3 yrs | 2.2 yrs |
| Holdings · top ten weight | 146 · 32% | 77 · 34% | 139 · 27% |
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.