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
| Union Corporate Bond | SBI Corporate Bond | |
|---|---|---|
| Union Corporate Bond | itself | 0% |
| SBI Corporate Bond | 0% | itself |
Most alike: Union Corporate Bond Fund and SBI Corporate Bond 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 | Union Corporate Bond | SBI Corporate Bond |
|---|---|---|
| Category | Corporate Bond | Corporate Bond |
| Share of three-year stretches it beat its category P4 | 0% of 64 | 9% of 56 |
| Regular plan costs more than Direct by, a year P5 | 0.33% | 0.48% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Parijat Agrawal · 8.3 yrs | Ardhendu Bhattacharya · ≥ 3 mo |
| 1-year return | 4.4% | 5.1% |
| 3 years p.a. | 7.0% | 7.2% |
| 5 years p.a. | 5.9% | 6.3% |
| Deepest fall (max drawdown) | −0.9% | −0.8% |
| Assets (AUM) | ₹323 Cr | ₹22,186 Cr |
| Disclosed history | 2.2 yrs | 5.3 yrs |
| Holdings · top ten weight | 26 · 55% | 79 · 38% |
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.