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
| Invesco India Short Term | HDFC Short Term | |
|---|---|---|
| Invesco India Short Term | itself | 6% |
| HDFC Short Term | 6% | itself |
Most alike: Invesco India Short Term Fund and HDFC Short Term Fund share 6% 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 | Invesco India Short Term | HDFC Short Term |
|---|---|---|
| Category | Short Term | Short Term |
| Share of three-year stretches it beat its category P4 | 1% of 109 | 76% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.81% | 0.30% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Gaurav Jakhotia · ≥ 1 mo | not known |
| 1-year return | 5.2% | 5.7% |
| 3 years p.a. | 7.3% | 7.5% |
| 5 years p.a. | 6.2% | 6.6% |
| Deepest fall (max drawdown) | −0.5% | −0.5% |
| Assets (AUM) | ₹727 Cr | ₹15,058 Cr |
| Disclosed history | 11 yrs | 1 mo |
| Holdings · top ten weight | 35 · 43% | 144 · 23% |
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.