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.
4 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 | Nippon India Dynamic Term | SBI DYNAMIC TERM | Aditya Birla Sun Life Dynamic Term |
|---|---|---|---|---|
| JM Dynamic TermDynamic Term | itself | JM Dynamic Term and Nippon India Dynamic Term share 2% of their portfolios | JM Dynamic Term and SBI DYNAMIC TERM share 0% of their portfolios | JM Dynamic Term and Aditya Birla Sun Life Dynamic Term share 0% of their portfolios |
| Nippon India Dynamic TermDynamic Term | Nippon India Dynamic Term and JM Dynamic Term share 2% of their portfolios | itself | Nippon India Dynamic Term and SBI DYNAMIC TERM share 0% of their portfolios | Nippon India Dynamic Term and Aditya Birla Sun Life Dynamic Term share 0% of their portfolios |
| SBI DYNAMIC TERMDynamic Term | SBI DYNAMIC TERM and JM Dynamic Term share 0% of their portfolios | SBI DYNAMIC TERM and Nippon India Dynamic Term share 0% of their portfolios | itself | SBI DYNAMIC TERM and Aditya Birla Sun Life Dynamic Term share 0% of their portfolios |
| Aditya Birla Sun Life Dynamic TermDynamic Term | Aditya Birla Sun Life Dynamic Term and JM Dynamic Term share 0% of their portfolios | Aditya Birla Sun Life Dynamic Term and Nippon India Dynamic Term share 0% of their portfolios | Aditya Birla Sun Life Dynamic Term and SBI DYNAMIC TERM share 0% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, JM Dynamic Term Fund and Nippon India Dynamic Term Fund, share 2%. 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.
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 | Nippon India Dynamic Term | SBI DYNAMIC TERM | Aditya Birla Sun Life Dynamic Term |
|---|---|---|---|---|
| Category | Dynamic Term | Dynamic Term | Dynamic Term | Dynamic Term |
| Fund house | JM Financial Asset Management Limited | Nippon Life India Asset Management Limited | SBI Funds Management Limited | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | 25% of 109 | 19% of 109 | 95% of 109 | 48% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.57% points | 0.57% points | 0.79% points | 0.64% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured | not measured |
| Run by P7 | Ruchi Fozdar · 2.5 yrs | Vivek Sharma · 6.2 yrs | Sudhir Agarwal · ≥ 3 mo | Mohit Sharma · ≥ 3 mo |
| 1-year return | 3.9% | 5.2% | 5.5% | 5.8% |
| 3 years p.a. | 6.8% | 7.2% | 7.4% | 7.6% |
| 5 years p.a. | 6.0% | 6.2% | 6.8% | 7.3% |
| Deepest fall (max drawdown) | −1.2% | −1.5% | −1.6% | −1.1% |
| Assets (AUM) | ₹53 Cr | ₹3,911 Cr | ₹3,678 Cr | ₹1,458 Cr |
| Disclosed history | 13 yrs | 14 yrs | 5.8 yrs | 13 yrs |
| Holdings · top ten weight | 17 · 80% | 100 · 40% | 19 · 82% | 47 · 56% |
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.