Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.
5 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 | Axis Dynamic Term | DSP Dynamic Term | SBI DYNAMIC TERM | BANDHAN Dynamic Term | Nippon India Dynamic Term |
|---|---|---|---|---|---|
| Axis Dynamic TermDynamic Term | itself | Axis Dynamic Term and DSP Dynamic Term share 1% of their portfolios | Axis Dynamic Term and SBI DYNAMIC TERM share 3% of their portfolios | Axis Dynamic Term and BANDHAN Dynamic Term share 4% of their portfolios | Axis Dynamic Term and Nippon India Dynamic Term share 1% of their portfolios |
| DSP Dynamic TermDynamic Term | DSP Dynamic Term and Axis Dynamic Term share 1% of their portfolios | itself | DSP Dynamic Term and SBI DYNAMIC TERM share 0% of their portfolios | DSP Dynamic Term and BANDHAN Dynamic Term share 0% of their portfolios | DSP Dynamic Term and Nippon India Dynamic Term share 1% of their portfolios |
| SBI DYNAMIC TERMDynamic Term | SBI DYNAMIC TERM and Axis Dynamic Term share 3% of their portfolios | SBI DYNAMIC TERM and DSP Dynamic Term share 0% of their portfolios | itself | SBI DYNAMIC TERM and BANDHAN Dynamic Term share 0% of their portfolios | SBI DYNAMIC TERM and Nippon India Dynamic Term share 0% of their portfolios |
| BANDHAN Dynamic TermDynamic Term | BANDHAN Dynamic Term and Axis Dynamic Term share 4% of their portfolios | BANDHAN Dynamic Term and DSP Dynamic Term share 0% of their portfolios | BANDHAN Dynamic Term and SBI DYNAMIC TERM share 0% of their portfolios | itself | BANDHAN Dynamic Term and Nippon India Dynamic Term share 0% of their portfolios |
| Nippon India Dynamic TermDynamic Term | Nippon India Dynamic Term and Axis Dynamic Term share 1% of their portfolios | Nippon India Dynamic Term and DSP Dynamic Term share 1% of their portfolios | Nippon India Dynamic Term and SBI DYNAMIC TERM share 0% of their portfolios | Nippon India Dynamic Term and BANDHAN Dynamic Term share 0% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, Axis Dynamic Term Fund and BANDHAN Dynamic Term Fund, share 4%. 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 was 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 | Axis Dynamic Term | DSP Dynamic Term | SBI DYNAMIC TERM | BANDHAN Dynamic Term | Nippon India Dynamic Term |
|---|---|---|---|---|---|
| Category | Dynamic Term | Dynamic Term | Dynamic Term | Dynamic Term | Dynamic Term |
| Fund house | Axis Asset Management Co. Ltd. | DSP Asset Managers Private Limited | SBI Funds Management Limited | Bandhan AMC Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 77% of 109 | 55% of 109 | 95% of 109 | 60% of 109 | 19% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.67% points | 0.58% points | 0.79% points | 0.90% points | 0.57% points |
| Portfolio turned over a year P1 | 1% | not measured | not measured | not measured | not measured |
| Run by P7 | not known | Sandeep Yadav · ≥ 1.2 yrs | Sudhir Agarwal · ≥ 3 mo | Suyash Choudhary · ≥ 3.5 yrs | Vivek Sharma · 6.2 yrs |
| 1-year return | 6.4% | 3.0% | 5.5% | 7.0% | 5.2% |
| 3 years p.a. | 7.4% | 6.2% | 7.4% | 7.6% | 7.2% |
| 5 years p.a. | 6.2% | 5.8% | 6.8% | 6.2% | 6.2% |
| Deepest fall (max drawdown) | −1.3% | −3.1% | −1.6% | −4.1% | −1.5% |
| Assets (AUM) | ₹1,040 Cr | ₹654 Cr | ₹3,678 Cr | ₹1,944 Cr | ₹3,911 Cr |
| Disclosed history | 5.9 yrs | 7.8 yrs | 5.8 yrs | 3.4 yrs | 14 yrs |
| Holdings · top ten weight | 58 · 61% | 17 · 85% | 19 · 82% | 9 · 100% | 100 · 40% |
Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.