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 Dynamic Term | SBI DYNAMIC TERM | |
|---|---|---|
| JM Dynamic Term | itself | 0% |
| SBI DYNAMIC TERM | 0% | itself |
Most alike: JM Dynamic Term Fund and SBI 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 | JM Dynamic Term | SBI DYNAMIC TERM |
|---|---|---|
| Category | Dynamic Term | Dynamic Term |
| Share of three-year stretches it beat its category P4 | 25% of 109 | 95% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.57% | 0.79% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Ruchi Fozdar · 2.5 yrs | Sudhir Agarwal · ≥ 3 mo |
| 1-year return | 3.9% | 5.5% |
| 3 years p.a. | 6.8% | 7.4% |
| 5 years p.a. | 6.0% | 6.8% |
| Deepest fall (max drawdown) | −1.2% | −1.6% |
| Assets (AUM) | ₹53 Cr | ₹3,678 Cr |
| Disclosed history | 13 yrs | 5.8 yrs |
| Holdings · top ten weight | 17 · 80% | 19 · 82% |
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.