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
| JM Aggressive Hybrid | DSP Aggressive Hybrid | |
|---|---|---|
| JM Aggressive Hybrid | itself | 16% |
| DSP Aggressive Hybrid | 16% | itself |
Most alike: JM Aggressive Hybrid Fund and DSP Aggressive Hybrid Fund share 16% 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 | JM Aggressive Hybrid | DSP Aggressive Hybrid |
|---|---|---|
| Category | Aggressive Hybrid | Aggressive Hybrid |
| Share of three-year stretches it beat its category P4 | 53% of 109 | 68% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.20% | 1.12% |
| Portfolio turned over a year P1 | 92% | 50% |
| Run by P7 | Ruchi Fozdar · 2.0 yrs | Abhishek Singh · ≥ 1.2 yrs |
| 1-year return | 0.1% | −3.5% |
| 3 years p.a. | 13.4% | 10.1% |
| 5 years p.a. | 13.0% | 8.8% |
| Deepest fall (max drawdown) | −17.0% | −11.3% |
| Assets (AUM) | ₹706 Cr | ₹11,865 Cr |
| Disclosed history | 14 yrs | 8.0 yrs |
| Holdings · top ten weight | 83 · 28% | 90 · 44% |
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.