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) | Mirae Asset ELSS Tax Saver | |
|---|---|---|
| Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) | itself | 29% |
| Mirae Asset ELSS Tax Saver | 29% | itself |
Most alike: Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund and Mirae Asset ELSS Tax Saver Fund share 29% 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) | Mirae Asset ELSS Tax Saver |
|---|---|---|
| Category | ELSS | ELSS |
| Share of three-year stretches it beat its category P4 | 41% of 109 | 76% of 94 |
| Regular plan costs more than Direct by, a year P5 | 0.84% | 1.46% |
| Portfolio turned over a year P1 | 104% | 87% |
| Run by P7 | Sanjay Bembalkar · 5.2 yrs | Neelesh Surana · 11 yrs |
| 1-year return | −1.2% | 1.1% |
| 3 years p.a. | 10.6% | 12.4% |
| 5 years p.a. | 10.3% | 11.0% |
| Deepest fall (max drawdown) | −18.3% | −17.1% |
| Assets (AUM) | ₹861 Cr | ₹26,252 Cr |
| Disclosed history | 2.2 yrs | 5.1 yrs |
| Holdings · top ten weight | 83 · 31% | 71 · 41% |
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.