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
| Sundaram Long Term Tax Advantage Fund Series I (10 years) | SBI ELSS Tax Saver | |
|---|---|---|
| Sundaram Long Term Tax Advantage Fund Series I (10 years) | itself | 0% |
| SBI ELSS Tax Saver | 0% | itself |
Most alike: Sundaram Long Term Tax Advantage Fund Series I (10 years) and SBI ELSS Tax Saver Fund share 0% 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 | Sundaram Long Term Tax Advantage Fund Series I (10 years) | SBI ELSS Tax Saver |
|---|---|---|
| Category | ELSS | ELSS |
| Share of three-year stretches it beat its category P4 | 37% of 84 | 48% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.25% | 0.72% |
| Portfolio turned over a year P1 | not measured | 87% |
| Run by P7 | not known | Milind Agrawal · ≥ 3 mo |
| 1-year return | 8.1% | −3.7% |
| 3 years p.a. | 12.9% | 13.6% |
| 5 years p.a. | 25.7% | 14.6% |
| Deepest fall (max drawdown) | −11.6% | −15.8% |
| Assets (AUM) | ₹18 Cr | ₹32,298 Cr |
| Disclosed history | — | 4.3 yrs |
| Holdings · top ten weight | — · — | 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.