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
| UTI - Long Term Advantage Fund Series V | Mirae Asset ELSS Tax Saver | |
|---|---|---|
| UTI - Long Term Advantage Fund Series V | itself | 29% |
| Mirae Asset ELSS Tax Saver | 29% | itself |
Most alike: UTI - Long Term Advantage Fund Series V 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 | UTI - Long Term Advantage Fund Series V | Mirae Asset ELSS Tax Saver |
|---|---|---|
| Category | ELSS | ELSS |
| Share of three-year stretches it beat its category P4 | 0% of 19 | 76% of 94 |
| Regular plan costs more than Direct by, a year P5 | 1.17% points | 1.46% points |
| Portfolio turned over a year P1 | 98% | 87% |
| Run by P7 | not known | Neelesh Surana · 11 yrs |
| 1-year return | 71.9% | 1.1% |
| 3 years p.a. | 17.7% | 12.4% |
| 5 years p.a. | — | 11.0% |
| Deepest fall (max drawdown) | not computed | −17.1% |
| Assets (AUM) | ₹111 Cr | ₹26,252 Cr |
| Disclosed history | 4.3 yrs | 5.1 yrs |
| Holdings · top ten weight | 63 · 48% | 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.