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. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
3 of 6 chosen
Add another Dynamic Term fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | JM Dynamic Term | Aditya Birla Sun Life Dynamic Term | Kotak Dynamic Term |
|---|---|---|---|
| JM Dynamic TermDynamic Term | itself | JM Dynamic Term and Aditya Birla Sun Life Dynamic Term share 0% of their portfolios | JM Dynamic Term and Kotak Dynamic Term: no portfolio disclosed for Kotak Dynamic Term |
| Aditya Birla Sun Life Dynamic TermDynamic Term | Aditya Birla Sun Life Dynamic Term and JM Dynamic Term share 0% of their portfolios | itself | Aditya Birla Sun Life Dynamic Term and Kotak Dynamic Term: no portfolio disclosed for Kotak Dynamic Term |
| Kotak Dynamic TermDynamic Term | Kotak Dynamic Term and JM Dynamic Term: no portfolio disclosed for Kotak Dynamic Term | Kotak Dynamic Term and Aditya Birla Sun Life Dynamic Term: no portfolio disclosed for Kotak Dynamic Term | itself |
No two of these hold much of the same portfolio. The closest pair, JM Dynamic Term Fund and Aditya Birla Sun Life Dynamic Term Fund, share 0%. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what you wanted.
Kotak Dynamic Term has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, not a finding about the fund.
Read a cell as: of everything the two funds hold, this much is the same holding at the same weight. It is symmetric — the pair above the diagonal and the pair below it are one number shown twice. A pair at 0% holds nothing in common, which is a real answer, and often the useful one.
Side by side
record, cost, returns, drawdown, size
| Measure | JM Dynamic Term | Aditya Birla Sun Life Dynamic Term | Kotak Dynamic Term |
|---|---|---|---|
| Category | Dynamic Term | Dynamic Term | Dynamic Term |
| Fund house | JM Financial Asset Management Limited | Aditya Birla Sun Life AMC Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 25% of 109 | 48% of 109 | 99% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.57% points | 0.64% points | 0.78% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured |
| Run by P7 | Ruchi Fozdar · 2.5 yrs | Mohit Sharma · ≥ 3 mo | not known |
| 1-year return | 3.9% | 5.8% | 6.5% |
| 3 years p.a. | 6.8% | 7.6% | 7.9% |
| 5 years p.a. | 6.0% | 7.3% | 6.7% |
| Deepest fall (max drawdown) | −1.2% | −1.1% | −2.4% |
| Assets (AUM) | ₹53 Cr | ₹1,458 Cr | ₹2,409 Cr |
| Disclosed history | 13 yrs | 13 yrs | — |
| Holdings · top ten weight | 17 · 80% | 47 · 56% | none disclosed |
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.