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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | JM Small Cap Fund - IDCW - Direct Plan | Kotak Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | — | Kotak MF |
| Category | Equity - Small cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹11.47 (06 Nov 2026) | ₹18.07 (06 Nov 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | Nifty Smallcap 250 - TRI | Nifty Healthcare Index - TRI |
| Fund Manager | Asit Bhandarkar | Dhananjay Tikariha |
| Inception | 18 Jun 2024 | 11 Dec 2023 |
| Returns | ||
| 1Y | 9.35% | 27.15% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | 6.51% | 22.57% |
| Risk | ||
| 21.10 | 14.88 | |
| 1.02 | 0.99 | |
| 0.19 | 1.02 | |
| 5.30 | 3.82 | |
| 0.34 | 2.12 | |
| -15.81% | -11.03% | |
| Costs | ||
| Expense Ratio | 0.99% | 1.03% |
| Exit Load | 1% on or before 180D, Nil after 180D | 0.50% on or before 30D, Nil after 30D |
| Min SIP | ₹1,000 | ₹100 |
| Min Lumpsum | ₹1,000 | ₹100 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
JM Small Cap …97%
Kotak MF97%
2.9%Only 2.9% of holdings by weight are common between JM Small Cap Fund - IDCW - Direct Plan and Kotak MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingJM Small Cap Fund - IDCW - Direct PlanKotak MF
Acutaas Chemicals Ltd.2.91%4.17%
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