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
| WhiteOak Capital Ultra Short Term | Kotak Ultra Short Term | |
|---|---|---|
| WhiteOak Capital Ultra Short Term | itself | 0% |
| Kotak Ultra Short Term | 0% | itself |
Most alike: WhiteOak Capital Ultra Short Term Fund and Kotak 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
| Measure | WhiteOak Capital Ultra Short Term | Kotak Ultra Short Term |
|---|---|---|
| Category | Ultra Short Term | Ultra Short Term |
| Share of three-year stretches it beat its category P4 | 19% of 52 | 69% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.59% | 0.43% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Piyush Baranwal · 5.5 yrs | not known |
| 1-year return | 6.4% | 6.6% |
| 3 years p.a. | 7.0% | 7.2% |
| 5 years p.a. | 6.3% | 6.6% |
| Deepest fall (max drawdown) | −0.1% | −0.1% |
| Assets (AUM) | ₹571 Cr | ₹15,925 Cr |
| Disclosed history | 2.9 yrs | — |
| Holdings · top ten weight | 27 · 56% | — · — |
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.