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
| JioBlackRock Ultra Short to Short Term | Kotak Ultra Short to Short Term | |
|---|---|---|
| JioBlackRock Ultra Short to Short Term | itself | 0% |
| Kotak Ultra Short to Short Term | 0% | itself |
Most alike: JioBlackRock Ultra Short to Short Term Fund and Kotak Ultra Short to 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 | JioBlackRock Ultra Short to Short Term | Kotak Ultra Short to Short Term |
|---|---|---|
| Category | Ultra Short to Short Term | Ultra Short to Short Term |
| Share of three-year stretches it beat its category P4 | not measured | 100% of 104 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.81% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Arun Ramachandran · 8 mo | not known |
| 1-year return | — | 6.4% |
| 3 years p.a. | — | 7.5% |
| 5 years p.a. | — | 6.8% |
| Deepest fall (max drawdown) | −0.3% | −0.2% |
| Assets (AUM) | ₹705 Cr | ₹14,531 Cr |
| Disclosed history | 1 mo | — |
| Holdings · top ten weight | 25 · 59% | — · — |
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.