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
| ITI Ultra Short Term | Nippon India Ultra Short Term | |
|---|---|---|
| ITI Ultra Short Term | itself | 3% |
| Nippon India Ultra Short Term | 3% | itself |
Most alike: ITI Ultra Short Term Fund and Nippon India Ultra Short Term Fund share 3% 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 | ITI Ultra Short Term | Nippon India Ultra Short Term |
|---|---|---|
| Category | Ultra Short Term | Ultra Short Term |
| Share of three-year stretches it beat its category P4 | 0% of 29 | 80% of 65 |
| Regular plan costs more than Direct by, a year P5 | 0.85% | 0.82% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Laukik Bagwe · 1.4 yrs | Vivek Sharma · 13 yrs |
| 1-year return | 6.5% | 7.0% |
| 3 years p.a. | 7.1% | 7.6% |
| 5 years p.a. | 6.4% | 7.0% |
| Deepest fall (max drawdown) | −0.1% | −0.1% |
| Assets (AUM) | ₹151 Cr | ₹10,656 Cr |
| Disclosed history | 5.3 yrs | 7.0 yrs |
| Holdings · top ten weight | 25 · 66% | 136 · 26% |
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.