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
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 | Nippon India Ultra Short to Short Term | Aditya Birla Sun Life Ultra short to short term | SBI Ultra Short to Short Term | HDFC Ultra Short to Short Term |
|---|---|---|---|---|
| Nippon India Ultra Short to Short TermUltra Short to Short Term | itself | Nippon India 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 | Nippon India Ultra Short to Short Term and SBI Ultra Short to Short Term share 7% of their portfolios | Nippon India Ultra Short to Short Term and HDFC Ultra Short to Short Term share 11% of their portfolios |
| Aditya Birla Sun Life Ultra short to short termUltra Short to Short Term | Aditya Birla Sun Life Ultra short to short term and Nippon India 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 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 |
| SBI Ultra Short to Short TermUltra Short to Short Term | SBI Ultra Short to Short Term and Nippon India Ultra Short to Short Term share 7% 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 | itself | SBI Ultra Short to Short Term and HDFC Ultra Short to Short Term share 6% of their portfolios |
| HDFC Ultra Short to Short TermUltra Short to Short Term | HDFC Ultra Short to Short Term and Nippon India Ultra Short to Short Term share 11% of their portfolios | 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 | HDFC Ultra Short to Short Term and SBI Ultra Short to Short Term share 6% of their portfolios | itself |
Closest pair: Nippon India Ultra Short to Short Term Fund and HDFC Ultra Short to Short Term Fund share 11% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
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 | Nippon India Ultra Short to Short Term | Aditya Birla Sun Life Ultra short to short term | SBI Ultra Short to Short Term | HDFC 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 | Nippon Life India Asset Management Limited | Aditya Birla Sun Life AMC Limited | SBI Funds Management Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 74% of 109 | 100% of 109 | 26% of 109 | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.53% points | 0.88% points | 0.39% points | 0.68% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured | not measured |
| Run by P7 | Vivek Sharma · 6.5 yrs | Mohit Sharma · ≥ 6 mo | Sudhir Agrawal · ≥ 1 mo | not known |
| 1-year return | 6.5% | 6.3% | 6.1% | 6.4% |
| 3 years p.a. | 7.5% | 7.4% | 7.2% | 7.4% |
| 5 years p.a. | 6.8% | 6.8% | 6.5% | 6.8% |
| Deepest fall (max drawdown) | −0.2% | −0.2% | −0.2% | −0.3% |
| Assets (AUM) | ₹8,356 Cr | ₹10,225 Cr | ₹13,477 Cr | ₹17,888 Cr |
| Disclosed history | 14 yrs | — | 5.8 yrs | 1 mo |
| Holdings · top ten weight | 112 · 26% | none disclosed | 50 · 48% | 146 · 32% |
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.