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
| Sundaram Ultra Short Term Fund (Formerly Known as Sundaram Ultra Short Duration Fund) | Nippon India Ultra Short Term | |
|---|---|---|
| Sundaram Ultra Short Term Fund (Formerly Known as Sundaram Ultra Short Duration Fund) | itself | 12% |
| Nippon India Ultra Short Term | 12% | itself |
Most alike: Sundaram Ultra Short Term Fund (Formerly Known as Sundaram Ultra Short Duration Fund) and Nippon India Ultra Short Term Fund share 12% 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 | Sundaram Ultra Short Term Fund (Formerly Known as Sundaram Ultra Short Duration Fund) | Nippon India Ultra Short Term |
|---|---|---|
| Category | Ultra Short Term | Ultra Short Term |
| Share of three-year stretches it beat its category P4 | 100% of 21 | 80% of 65 |
| Regular plan costs more than Direct by, a year P5 | 1.29% | 0.82% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | : Dwijendra Srivastava · 2.5 yrs | Vivek Sharma · 13 yrs |
| 1-year return | 6.6% | 7.0% |
| 3 years p.a. | 7.3% | 7.6% |
| 5 years p.a. | — | 7.0% |
| Deepest fall (max drawdown) | −0.1% | −0.1% |
| Assets (AUM) | ₹2,503 Cr | ₹10,656 Cr |
| Disclosed history | 4.7 yrs | 7.0 yrs |
| Holdings · top ten weight | 68 · 34% | 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.