ANVESHAN
Theme
Create account

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.

2 of 6 pickedCompare

Overlap

share of the portfolio the two funds hold in common

Motilal Oswal Ultra Short TermICICI Prudential Ultra Short term
Motilal Oswal Ultra Short Term
itself
0%
ICICI Prudential Ultra Short term
0%
itself

Most alike: Motilal Oswal Ultra Short Term Fund and ICICI Prudential Ultra 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

MeasureMotilal Oswal Ultra Short TermICICI Prudential Ultra Short term
CategoryUltra Short DurationUltra Short Duration
Share of three-year stretches it beat its category P40% of 109100% of 109
Regular plan costs more than Direct by, a year P50.52%0.66%
Portfolio turned over a year P1not measured3%
Run by P7Rakesh Shetty · 3.8 yrsManish Banthia · 9.8 yrs
1-year return6.2%6.7%
3 years p.a.6.4%7.4%
5 years p.a.5.8%6.8%
Deepest fall (max drawdown)−0.1%−0.1%
Assets (AUM)₹520 Cr₹15,801 Cr
Disclosed history8.4 yrs8.1 yrs
Holdings · top ten weight22 · 54%130 · 27%

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.