Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.
4 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 | Tata Ultra Short to Short Term | HDFC Ultra Short to Short Term | SBI Ultra Short to Short Term | Nippon India Ultra Short to Short Term |
|---|---|---|---|---|
| Tata Ultra Short to Short TermUltra Short to Short Term | itself | Tata Ultra Short to Short Term and HDFC Ultra Short to Short Term share 0% of their portfolios | Tata Ultra Short to Short Term and SBI Ultra Short to Short Term share 0% of their portfolios | Tata Ultra Short to Short Term and Nippon India Ultra Short to Short Term share 0% of their portfolios |
| HDFC Ultra Short to Short TermUltra Short to Short Term | HDFC Ultra Short to Short Term and Tata Ultra Short to Short Term share 0% of their portfolios | itself | HDFC Ultra Short to Short Term and SBI Ultra Short to Short Term share 6% of their portfolios | HDFC Ultra Short to Short Term and Nippon India Ultra Short to Short Term share 11% of their portfolios |
| SBI Ultra Short to Short TermUltra Short to Short Term | SBI Ultra Short to Short Term and Tata Ultra Short to Short Term share 0% of their portfolios | SBI Ultra Short to Short Term and HDFC Ultra Short to Short Term share 6% of their portfolios | itself | SBI Ultra Short to Short Term and Nippon India Ultra Short to Short Term share 7% of their portfolios |
| Nippon India Ultra Short to Short TermUltra Short to Short Term | Nippon India Ultra Short to Short Term and Tata Ultra Short to Short Term share 0% of their portfolios | Nippon India Ultra Short to Short Term and HDFC Ultra Short to Short Term share 11% of their portfolios | Nippon India Ultra Short to Short Term and SBI Ultra Short to Short Term share 7% of their portfolios | itself |
Closest pair: HDFC Ultra Short to Short Term Fund and Nippon India Ultra Short to Short Term Fund share 11% 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 | Tata Ultra Short to Short Term | HDFC Ultra Short to Short Term | SBI Ultra Short to Short Term | Nippon India Ultra Short to Short Term |
|---|---|---|---|---|
| Category | Ultra Short to Short Term | Ultra Short to Short Term | Ultra Short to Short Term | Ultra Short to Short Term |
| Fund house | Tata Asset Management Limited | HDFC Asset Management Company Limited | SBI Funds Management Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 13% of 109 | 90% of 109 | 26% of 109 | 74% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.27% points | 0.68% points | 0.39% points | 0.53% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured | not measured |
| Run by P7 | Amit Somani · ≥ 9 mo | not known | Sudhir Agrawal · ≥ 1 mo | Vivek Sharma · 6.5 yrs |
| 1-year return | 6.4% | 6.4% | 6.1% | 6.5% |
| 3 years p.a. | 7.3% | 7.4% | 7.2% | 7.5% |
| 5 years p.a. | 6.5% | 6.8% | 6.5% | 6.8% |
| Deepest fall (max drawdown) | −0.2% | −0.3% | −0.2% | −0.2% |
| Assets (AUM) | ₹6,002 Cr | ₹17,888 Cr | ₹13,477 Cr | ₹8,356 Cr |
| Disclosed history | 1.3 yrs | 1 mo | 5.8 yrs | 14 yrs |
| Holdings · top ten weight | 77 · 34% | 146 · 32% | 50 · 48% | 112 · 26% |
Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.