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 ELSS - Tax Saver | SBI ELSS Tax Saver | |
|---|---|---|
| JM ELSS - Tax Saver | itself | 26% |
| SBI ELSS Tax Saver | 26% | itself |
Most alike: JM ELSS - Tax Saver Fund and SBI ELSS Tax Saver Fund share 26% 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 ELSS - Tax Saver | SBI ELSS Tax Saver |
|---|---|---|
| Category | ELSS | ELSS |
| Share of three-year stretches it beat its category P4 | 91% of 109 | 48% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.29% | 0.72% |
| Portfolio turned over a year P1 | 90% | 87% |
| Run by P7 | Ruchi Fozdar · 2.0 yrs | Milind Agrawal · ≥ 3 mo |
| 1-year return | 8.2% | −3.7% |
| 3 years p.a. | 16.9% | 13.6% |
| 5 years p.a. | 14.2% | 14.6% |
| Deepest fall (max drawdown) | −20.8% | −15.8% |
| Assets (AUM) | ₹248 Cr | ₹32,298 Cr |
| Disclosed history | 14 yrs | 4.3 yrs |
| Holdings · top ten weight | 57 · 27% | 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.