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
| Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) | Axis ELSS- Tax Saver | |
|---|---|---|
| Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) | itself | 45% |
| Axis ELSS- Tax Saver | 45% | itself |
Most alike: Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund and Axis ELSS- Tax Saver Fund share 45% 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 | Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) | Axis ELSS- Tax Saver |
|---|---|---|
| Category | ELSS | ELSS |
| Share of three-year stretches it beat its category P4 | 41% of 109 | 50% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.84% | 1.02% |
| Portfolio turned over a year P1 | 104% | 72% |
| Run by P7 | Sanjay Bembalkar · 5.2 yrs | not known |
| 1-year return | −1.2% | −0.5% |
| 3 years p.a. | 10.6% | 11.0% |
| 5 years p.a. | 10.3% | 5.9% |
| Deepest fall (max drawdown) | −18.3% | −16.5% |
| Assets (AUM) | ₹861 Cr | ₹31,318 Cr |
| Disclosed history | 2.2 yrs | 5.9 yrs |
| Holdings · top ten weight | 83 · 31% | 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.