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 | Axis ELSS- Tax Saver | |
|---|---|---|
| UTI - Master Equity Plan Unit Scheme | itself | 48% |
| Axis ELSS- Tax Saver | 48% | itself |
Most alike: UTI - Master Equity Plan Unit Scheme and Axis ELSS- Tax Saver Fund share 48% 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 | Axis ELSS- Tax Saver |
|---|---|---|
| Category | ELSS | ELSS |
| Share of three-year stretches it beat its category P4 | 1% of 109 | 50% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 1.02% |
| Portfolio turned over a year P1 | 64% | 72% |
| Run by P7 | not known | not known |
| 1-year return | −5.6% | −0.5% |
| 3 years p.a. | 6.9% | 11.0% |
| 5 years p.a. | 6.5% | 5.9% |
| Deepest fall (max drawdown) | −17.1% | −16.5% |
| Assets (AUM) | ₹2,737 Cr | ₹31,318 Cr |
| Disclosed history | 12 yrs | 5.9 yrs |
| Holdings · top ten weight | 70 · 49% | 70 · 37% |
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.