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
| UTI Ultra Short to Short Term | HDFC Ultra Short to Short Term | |
|---|---|---|
| UTI Ultra Short to Short Term | itself | 14% |
| HDFC Ultra Short to Short Term | 14% | itself |
Most alike: UTI Ultra Short to Short Term Fund and HDFC Ultra Short to Short Term Fund share 14% 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 | UTI Ultra Short to Short Term | HDFC Ultra Short to Short Term |
|---|---|---|
| Category | Ultra Short to Short Term | Ultra Short to Short Term |
| Share of three-year stretches it beat its category P4 | 43% of 109 | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.55% | 0.68% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Anurag Mittal · 4.8 yrs | not known |
| 1-year return | 6.3% | 6.4% |
| 3 years p.a. | 7.3% | 7.4% |
| 5 years p.a. | 6.6% | 6.8% |
| Deepest fall (max drawdown) | −0.2% | −0.3% |
| Assets (AUM) | ₹2,326 Cr | ₹17,888 Cr |
| Disclosed history | 12 yrs | 1 mo |
| Holdings · top ten weight | 49 · 49% | 146 · 32% |
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.