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
| Tata Ultra Short Term | SBI MAGNUM ULTRA SHORT DURATION | |
|---|---|---|
| Tata Ultra Short Term | itself | 4% |
| SBI MAGNUM ULTRA SHORT DURATION | 4% | itself |
Most alike: Tata Ultra Short Term Fund and SBI MAGNUM ULTRA SHORT DURATION FUND share 4% 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 | Tata Ultra Short Term | SBI MAGNUM ULTRA SHORT DURATION |
|---|---|---|
| Category | Ultra Short Duration | Ultra Short Duration |
| Share of three-year stretches it beat its category P4 | 63% of 57 | not measured |
| Regular plan costs more than Direct by, a year P5 | 0.83% | not measured |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Amit Somani · ≥ 9 mo | not known |
| 1-year return | 7.0% | — |
| 3 years p.a. | 7.5% | — |
| 5 years p.a. | 6.8% | — |
| Deepest fall (max drawdown) | −0.1% | not computed |
| Assets (AUM) | ₹6,002 Cr | ₹11,165 Cr |
| Disclosed history | 8.8 yrs | 5.8 yrs |
| Holdings · top ten weight | 54 · 51% | 64 · 49% |
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.