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
| Kotak Dynamic Term | BANDHAN Dynamic Term | |
|---|---|---|
| Kotak Dynamic Term | itself | 0% |
| BANDHAN Dynamic Term | 0% | itself |
Most alike: Kotak Dynamic Term Fund and BANDHAN 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 | Kotak Dynamic Term | BANDHAN Dynamic Term |
|---|---|---|
| Category | Dynamic Term | Dynamic Term |
| Share of three-year stretches it beat its category P4 | 99% of 109 | 60% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.78% | 0.90% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | not known | Suyash Choudhary · ≥ 3.5 yrs |
| 1-year return | 6.5% | 7.0% |
| 3 years p.a. | 7.9% | 7.6% |
| 5 years p.a. | 6.7% | 6.2% |
| Deepest fall (max drawdown) | −2.4% | −4.1% |
| Assets (AUM) | ₹2,409 Cr | ₹1,944 Cr |
| Disclosed history | — | 3.4 yrs |
| Holdings · top ten weight | — · — | 9 · 100% |
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.