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
| JM Small Cap | Nippon India Small Cap | |
|---|---|---|
| JM Small Cap | itself | 9% |
| Nippon India Small Cap | 9% | itself |
Most alike: JM Small Cap Fund and Nippon India Small Cap Fund share 9% 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 | JM Small Cap | Nippon India Small Cap |
|---|---|---|
| Category | Small Cap | Small Cap |
| Share of three-year stretches it beat its category P4 | not measured | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.78% | 1.10% |
| Portfolio turned over a year P1 | 107% | 68% |
| Run by P7 | Asit Bhandarkar · 2.3 yrs | Samir Rachh · 9.6 yrs |
| 1-year return | 16.3% | 8.9% |
| 3 years p.a. | — | 16.1% |
| 5 years p.a. | — | 19.0% |
| Deepest fall (max drawdown) | −24.4% | −24.2% |
| Assets (AUM) | ₹908 Cr | ₹76,236 Cr |
| Disclosed history | 2.3 yrs | 14 yrs |
| Holdings · top ten weight | 85 · 28% | 257 · 16% |
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.