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
| HDFC Ultra Short Term | ICICI Prudential Ultra Short term | |
|---|---|---|
| HDFC Ultra Short Term | itself | 16% |
| ICICI Prudential Ultra Short term | 16% | itself |
Most alike: HDFC Ultra Short Term Fund and ICICI Prudential Ultra Short term Fund share 16% 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 | HDFC Ultra Short Term | ICICI Prudential Ultra Short term |
|---|---|---|
| Category | Ultra Short Duration | Ultra Short Duration |
| Share of three-year stretches it beat its category P4 | 34% of 61 | 100% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.34% | 0.66% |
| Portfolio turned over a year P1 | not measured | 3% |
| Run by P7 | not known | Manish Banthia · 9.8 yrs |
| 1-year return | 6.5% | 6.7% |
| 3 years p.a. | 7.2% | 7.4% |
| 5 years p.a. | 6.6% | 6.8% |
| Deepest fall (max drawdown) | −0.1% | −0.1% |
| Assets (AUM) | ₹17,243 Cr | ₹15,801 Cr |
| Disclosed history | 2.3 yrs | 8.1 yrs |
| Holdings · top ten weight | 126 · 34% | 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.