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 | SBI Ultra Short to Short Term | HDFC Ultra Short to Short Term | Aditya Birla Sun Life Ultra short to short term |
|---|---|---|---|
| SBI Ultra Short to Short TermUltra Short to Short Term | itself | SBI Ultra Short to Short Term and HDFC Ultra Short to Short Term share 6% of their portfolios | SBI Ultra Short to Short Term and Aditya Birla Sun Life Ultra short to short term: no portfolio disclosed for Aditya Birla Sun Life Ultra short to short term |
| HDFC Ultra Short to Short TermUltra Short to Short Term | HDFC Ultra Short to Short Term and SBI Ultra Short to Short Term share 6% of their portfolios | itself | HDFC Ultra Short to Short Term and Aditya Birla Sun Life Ultra short to short term: no portfolio disclosed for Aditya Birla Sun Life Ultra short to short term |
| Aditya Birla Sun Life Ultra short to short termUltra Short to Short Term | Aditya Birla Sun Life Ultra short to short term and SBI Ultra Short to Short Term: no portfolio disclosed for Aditya Birla Sun Life Ultra short to short term | Aditya Birla Sun Life Ultra short to short term and HDFC Ultra Short to Short Term: no portfolio disclosed for Aditya Birla Sun Life Ultra short to short term | itself |
No two of these hold much of the same portfolio. The closest pair, SBI Ultra Short to Short Term Fund and HDFC Ultra Short to Short Term Fund, share 6%. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what you wanted.
Aditya Birla Sun Life Ultra short to short term has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, not a finding about the fund.
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 | SBI Ultra Short to Short Term | HDFC Ultra Short to Short Term | Aditya Birla Sun Life Ultra short to short term |
|---|---|---|---|
| Category | Ultra Short to Short Term | Ultra Short to Short Term | Ultra Short to Short Term |
| Fund house | SBI Funds Management Limited | HDFC Asset Management Company Limited | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | 26% of 109 | 90% of 109 | 100% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.39% points | 0.68% points | 0.88% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured |
| Run by P7 | Sudhir Agrawal · ≥ 1 mo | not known | Mohit Sharma · ≥ 6 mo |
| 1-year return | 6.1% | 6.4% | 6.3% |
| 3 years p.a. | 7.2% | 7.4% | 7.4% |
| 5 years p.a. | 6.5% | 6.8% | 6.8% |
| Deepest fall (max drawdown) | −0.2% | −0.3% | −0.2% |
| Assets (AUM) | ₹13,477 Cr | ₹17,888 Cr | ₹10,225 Cr |
| Disclosed history | 5.8 yrs | 1 mo | — |
| Holdings · top ten weight | 50 · 48% | 146 · 32% | none disclosed |
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.