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
| UTI - Master Equity Plan Unit Scheme | SBI ELSS Tax Saver | |
|---|---|---|
| UTI - Master Equity Plan Unit Scheme | itself | 44% |
| SBI ELSS Tax Saver | 44% | itself |
Most alike: UTI - Master Equity Plan Unit Scheme and SBI ELSS Tax Saver Fund share 44% 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 | UTI - Master Equity Plan Unit Scheme | SBI ELSS Tax Saver |
|---|---|---|
| Category | ELSS | ELSS |
| Share of three-year stretches it beat its category P4 | 1% of 109 | 48% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.72% |
| Portfolio turned over a year P1 | 64% | 87% |
| Run by P7 | not known | Milind Agrawal · ≥ 3 mo |
| 1-year return | −5.6% | −3.7% |
| 3 years p.a. | 6.9% | 13.6% |
| 5 years p.a. | 6.5% | 14.6% |
| Deepest fall (max drawdown) | −17.1% | −15.8% |
| Assets (AUM) | ₹2,737 Cr | ₹32,298 Cr |
| Disclosed history | 12 yrs | 4.3 yrs |
| Holdings · top ten weight | 70 · 49% | 91 · 40% |
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.