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 Short Term | DSP Short Term | |
|---|---|---|
| JM Short Term | itself | 0% |
| DSP Short Term | 0% | itself |
Most alike: JM Short Term Fund and DSP 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 | JM Short Term | DSP Short Term |
|---|---|---|
| Category | Short Duration | Short Duration |
| Share of three-year stretches it beat its category P4 | 54% of 13 | 58% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.73% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Ruchi Fozdar · 2.5 yrs | Karan Mundhra · ≥ 1.2 yrs |
| 1-year return | 5.3% | 5.3% |
| 3 years p.a. | 7.1% | 7.2% |
| 5 years p.a. | — | 6.3% |
| Deepest fall (max drawdown) | −0.5% | −0.7% |
| Assets (AUM) | ₹81 Cr | ₹3,436 Cr |
| Disclosed history | 12 yrs | 13 yrs |
| Holdings · top ten weight | 20 · 74% | 63 · 39% |
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.