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
| JM Ultra Short Duration | Tata Ultra Short Term | |
|---|---|---|
| JM Ultra Short Duration | itself | 0% |
| Tata Ultra Short Term | 0% | itself |
Most alike: JM Ultra Short Duration Fund and Tata Ultra 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 | JM Ultra Short Duration | Tata Ultra Short Term |
|---|---|---|
| Category | Ultra Short Duration | Ultra Short Duration |
| Share of three-year stretches it beat its category P4 | 49% of 37 | 63% of 57 |
| Regular plan costs more than Direct by, a year P5 | 0.53% | 0.83% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | not known | Amit Somani · ≥ 9 mo |
| 1-year return | 6.3% | 7.0% |
| 3 years p.a. | 4.8% | 7.5% |
| 5 years p.a. | 6.2% | 6.8% |
| Deepest fall (max drawdown) | not computed | −0.1% |
| Assets (AUM) | ₹30 Cr | ₹6,002 Cr |
| Disclosed history | 2.3 yrs | 8.8 yrs |
| Holdings · top ten weight | 9 · 100% | 54 · 51% |
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.