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 Medium to Long Term | Kotak Medium to Long Term | |
|---|---|---|
| JM Medium to Long Term | itself | 0% |
| Kotak Medium to Long Term | 0% | itself |
Most alike: JM Medium to Long Term Fund and Kotak Medium to Long 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 | JM Medium to Long Term | Kotak Medium to Long Term |
|---|---|---|
| Category | Medium to Long Term | Medium to Long Term |
| Share of three-year stretches it beat its category P4 | 9% of 109 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.85% | 0.93% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Ruchi Fozdar · 2.5 yrs | not known |
| 1-year return | 3.4% | 4.9% |
| 3 years p.a. | 6.5% | 7.1% |
| 5 years p.a. | 5.4% | 6.1% |
| Deepest fall (max drawdown) | −1.5% | −1.8% |
| Assets (AUM) | ₹30 Cr | ₹1,842 Cr |
| Disclosed history | 14 yrs | — |
| Holdings · top ten weight | 9 · 100% | — · — |
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.