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 Medium Term | Union Medium Duration | |
|---|---|---|
| Kotak Medium Term | itself | 0% |
| Union Medium Duration | 0% | itself |
Most alike: Kotak Medium Term Fund and Union Medium Duration 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 Medium Term | Union Medium Duration |
|---|---|---|
| Category | Medium Duration | Medium Duration |
| Share of three-year stretches it beat its category P4 | 90% of 61 | not measured |
| Regular plan costs more than Direct by, a year P5 | 1.03% | 0.31% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | not known | Anindya Sarkar · 4.4 yrs |
| 1-year return | 7.2% | 8.0% |
| 3 years p.a. | 9.0% | 5.7% |
| 5 years p.a. | 7.4% | — |
| Deepest fall (max drawdown) | −0.9% | −0.5% |
| Assets (AUM) | ₹1,831 Cr | ₹25 Cr |
| Disclosed history | — | 7 mo |
| 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.