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
| SBI Ultra Short to Short Term | Aditya Birla Sun Life Ultra short to short term | |
|---|---|---|
| SBI Ultra Short to Short Term | itself | 0% |
| Aditya Birla Sun Life Ultra short to short term | 0% | itself |
Most alike: SBI Ultra Short to Short Term Fund and Aditya Birla Sun Life Ultra short to 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 | SBI 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 |
| Share of three-year stretches it beat its category P4 | 26% of 109 | 100% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.39% | 0.88% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Sudhir Agrawal · ≥ 1 mo | Mohit Sharma · ≥ 6 mo |
| 1-year return | 6.1% | 6.3% |
| 3 years p.a. | 7.2% | 7.4% |
| 5 years p.a. | 6.5% | 6.8% |
| Deepest fall (max drawdown) | −0.2% | −0.2% |
| Assets (AUM) | ₹13,477 Cr | ₹10,225 Cr |
| Disclosed history | 5.8 yrs | — |
| Holdings · top ten weight | 50 · 48% | — · — |
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.