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 MICRO CAP TAX ADVANTAGE FUND SERIES IV | SBI ELSS Tax Saver | |
|---|---|---|
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES IV | itself | 4% |
| SBI ELSS Tax Saver | 4% | itself |
Most alike: SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES IV and SBI ELSS Tax Saver Fund share 4% 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 MICRO CAP TAX ADVANTAGE FUND SERIES IV | SBI ELSS Tax Saver |
|---|---|---|
| Category | ELSS | ELSS |
| Share of three-year stretches it beat its category P4 | 73% of 79 | 48% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.28% | 0.72% |
| Portfolio turned over a year P1 | 65% | 87% |
| Run by P7 | not known | Milind Agrawal · ≥ 3 mo |
| 1-year return | 6.8% | −3.7% |
| 3 years p.a. | 12.6% | 13.6% |
| 5 years p.a. | 15.3% | 14.6% |
| Deepest fall (max drawdown) | −24.1% | −15.8% |
| Assets (AUM) | ₹36 Cr | ₹32,298 Cr |
| Disclosed history | 5.1 yrs | 4.3 yrs |
| Holdings · top ten weight | 41 · 47% | 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.