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
| ICICI Prudential Dynamic Term | BANDHAN Dynamic Term | |
|---|---|---|
| ICICI Prudential Dynamic Term | itself | 0% |
| BANDHAN Dynamic Term | 0% | itself |
Most alike: ICICI Prudential Dynamic Term Fund and BANDHAN Dynamic 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 | ICICI Prudential Dynamic Term | BANDHAN Dynamic Term |
|---|---|---|
| Category | Dynamic Term | Dynamic Term |
| Share of three-year stretches it beat its category P4 | 100% of 109 | 60% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.54% | 0.90% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Manish Banthia · 14 yrs | Suyash Choudhary · ≥ 3.5 yrs |
| 1-year return | 5.6% | 7.0% |
| 3 years p.a. | 7.7% | 7.6% |
| 5 years p.a. | 7.0% | 6.2% |
| Deepest fall (max drawdown) | −1.5% | −4.1% |
| Assets (AUM) | ₹13,261 Cr | ₹1,944 Cr |
| Disclosed history | 13 yrs | 3.4 yrs |
| Holdings · top ten weight | 98 · 39% | 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.