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 | BANDHAN ULTRA SHORT TO SHORT TERM | Tata Ultra Short to Short Term | SBI Ultra Short to Short Term |
|---|---|---|---|
| BANDHAN ULTRA SHORT TO SHORT TERMUltra Short to Short Term | itself | BANDHAN ULTRA SHORT TO SHORT TERM and Tata Ultra Short to Short Term share 0% of their portfolios | BANDHAN ULTRA SHORT TO SHORT TERM and SBI Ultra Short to Short Term share 5% of their portfolios |
| Tata Ultra Short to Short TermUltra Short to Short Term | Tata Ultra Short to Short Term and BANDHAN ULTRA SHORT TO SHORT TERM share 0% of their portfolios | itself | Tata Ultra Short to Short Term and SBI Ultra Short to Short Term share 0% of their portfolios |
| SBI Ultra Short to Short TermUltra Short to Short Term | SBI Ultra Short to Short Term and BANDHAN ULTRA SHORT TO SHORT TERM share 5% of their portfolios | SBI Ultra Short to Short Term and Tata Ultra Short to Short Term share 0% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, BANDHAN ULTRA SHORT TO SHORT TERM FUND and SBI Ultra Short to Short Term Fund, share 5%. 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.
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 | Tata Ultra Short to Short Term | SBI Ultra Short to Short Term |
|---|---|---|---|
| Category | Ultra Short to Short Term | Ultra Short to Short Term | Ultra Short to Short Term |
| Fund house | Bandhan AMC Limited | Tata Asset Management Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 15% of 109 | 13% of 109 | 26% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.23% points | 0.27% points | 0.39% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured |
| Run by P7 | Harshal Joshi · ≥ 3.5 yrs | Amit Somani · ≥ 9 mo | Sudhir Agrawal · ≥ 1 mo |
| 1-year return | 6.2% | 6.4% | 6.1% |
| 3 years p.a. | 7.2% | 7.3% | 7.2% |
| 5 years p.a. | 6.4% | 6.5% | 6.5% |
| Deepest fall (max drawdown) | −0.2% | −0.2% | −0.2% |
| Assets (AUM) | ₹6,583 Cr | ₹6,002 Cr | ₹13,477 Cr |
| Disclosed history | 4.9 yrs | 1.3 yrs | 5.8 yrs |
| Holdings · top ten weight | 80 · 45% | 77 · 34% | 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.