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.
4 of 6 chosen
- BANDHAN ULTRA SHORT TO SHORT TERM FUNDUltra Short to Short Term×
- ICICI Prudential Ultra Short to Short Term FundUltra Short to Short Term×
- Aditya Birla Sun Life Ultra short to short term FundUltra Short to Short Term · no portfolio disclosed×
- Kotak Ultra Short to Short Term FundUltra Short to Short Term · no portfolio disclosed×
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 | BANDHAN ULTRA SHORT TO SHORT TERM | ICICI Prudential Ultra Short to Short Term | Aditya Birla Sun Life Ultra short to short term | Kotak Ultra Short to Short Term |
|---|---|---|---|---|
| BANDHAN ULTRA SHORT TO SHORT TERMUltra Short to Short Term | itself | BANDHAN ULTRA SHORT TO SHORT TERM and ICICI Prudential Ultra Short to Short Term share 8% of their portfolios | BANDHAN 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 | BANDHAN ULTRA SHORT TO SHORT TERM and Kotak Ultra Short to Short Term: no portfolio disclosed for Kotak Ultra Short to Short Term |
| ICICI Prudential Ultra Short to Short TermUltra Short to Short Term | ICICI Prudential Ultra Short to Short Term and BANDHAN ULTRA SHORT TO SHORT TERM share 8% of their portfolios | itself | ICICI Prudential 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 | ICICI Prudential Ultra Short to Short Term and Kotak Ultra Short to Short Term: no portfolio disclosed for Kotak 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 BANDHAN 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 ICICI Prudential Ultra Short to Short Term: no portfolio disclosed for Aditya Birla Sun Life Ultra short to short term | itself | Aditya Birla Sun Life Ultra short to short term and Kotak Ultra Short to Short Term: no portfolio disclosed for Aditya Birla Sun Life Ultra short to short term |
| Kotak Ultra Short to Short TermUltra Short to Short Term | Kotak Ultra Short to Short Term and BANDHAN ULTRA SHORT TO SHORT TERM: no portfolio disclosed for Kotak Ultra Short to Short Term | Kotak Ultra Short to Short Term and ICICI Prudential Ultra Short to Short Term: no portfolio disclosed for Kotak Ultra Short to Short Term | Kotak Ultra Short to Short Term and Aditya Birla Sun Life Ultra short to short term: no portfolio disclosed for Kotak Ultra Short to Short Term | itself |
No two of these hold much of the same portfolio. The closest pair, BANDHAN ULTRA SHORT TO SHORT TERM FUND and ICICI Prudential Ultra Short to Short Term Fund, share 8%. 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.
2 of these funds have no portfolio on file, so their rows are blank rather than zero — an absence in our data, not a finding about the funds.
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 | BANDHAN ULTRA SHORT TO SHORT TERM | ICICI Prudential Ultra Short to Short Term | Aditya Birla Sun Life Ultra short to short term | Kotak 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 | Bandhan AMC Limited | ICICI Prudential Asset Management Company Limited | Aditya Birla Sun Life AMC Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 15% of 109 | 98% of 109 | 100% of 109 | 100% of 104 |
| Regular plan costs more than Direct by, a year P5 | 0.23% points | 0.13% points | 0.88% points | 0.81% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured | not measured |
| Run by P7 | Harshal Joshi · ≥ 3.5 yrs | Darshil Dedhia · 3.3 yrs | Mohit Sharma · ≥ 6 mo | not known |
| 1-year return | 6.2% | 6.5% | 6.3% | 6.4% |
| 3 years p.a. | 7.2% | 7.4% | 7.4% | 7.5% |
| 5 years p.a. | 6.4% | 6.7% | 6.8% | 6.8% |
| Deepest fall (max drawdown) | −0.2% | −0.2% | −0.2% | −0.2% |
| Assets (AUM) | ₹6,583 Cr | ₹21,200 Cr | ₹10,225 Cr | ₹14,531 Cr |
| Disclosed history | 4.9 yrs | 2.2 yrs | — | — |
| Holdings · top ten weight | 80 · 45% | 139 · 27% | none disclosed | 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.