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
| Union Short Term | SBI ULTRA SHORT TERM | |
|---|---|---|
| Union Short Term | itself | 9% |
| SBI ULTRA SHORT TERM | 9% | itself |
Most alike: Union Short Term Fund and SBI ULTRA SHORT TERM FUND share 9% 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 | Union Short Term | SBI ULTRA SHORT TERM |
|---|---|---|
| Category | Ultra Short Term | Ultra Short Term |
| Share of three-year stretches it beat its category P4 | not measured | 30% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.40% | 0.17% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Anindya Sarkar · 1.6 yrs | Sudhir Agrawal · 1 mo |
| 1-year return | 5.0% | 6.5% |
| 3 years p.a. | — | 7.2% |
| 5 years p.a. | — | 6.5% |
| Deepest fall (max drawdown) | −0.5% | −0.1% |
| Assets (AUM) | ₹107 Cr | ₹12,168 Cr |
| Disclosed history | 1.6 yrs | 1 mo |
| Holdings · top ten weight | 12 · 96% | 64 · 51% |
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.