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.
2 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 | Kotak Dynamic Term |
|---|---|---|
| JM Dynamic TermDynamic Term | itself | JM 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 | itself |
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.
Side by side
record, cost, returns, drawdown, size
| Measure | JM Dynamic Term | Kotak Dynamic Term |
|---|---|---|
| Category | Dynamic Term | Dynamic Term |
| Fund house | JM Financial Asset Management Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 25% of 109 | 99% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.57% points | 0.78% points |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Ruchi Fozdar · 2.5 yrs | not known |
| 1-year return | 3.9% | 6.5% |
| 3 years p.a. | 6.8% | 7.9% |
| 5 years p.a. | 6.0% | 6.7% |
| Deepest fall (max drawdown) | −1.2% | −2.4% |
| Assets (AUM) | ₹53 Cr | ₹2,409 Cr |
| Disclosed history | 13 yrs | — |
| Holdings · top ten weight | 17 · 80% | 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.