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 IV | DSP ELSS Tax Saver | |
|---|---|---|
| Sundaram Long Term Tax Advantage Fund Series IV | itself | 4% |
| DSP ELSS Tax Saver | 4% | itself |
Most alike: Sundaram Long Term Tax Advantage Fund Series IV and DSP 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 Tax Advantage Fund Series IV | DSP ELSS Tax Saver |
|---|---|---|
| Category | ELSS | ELSS |
| Share of three-year stretches it beat its category P4 | 100% of 63 | 100% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.31% | 1.05% |
| Portfolio turned over a year P1 | 68% | 61% |
| Run by P7 | not known | Rohit Singhania · ≥ 1.2 yrs |
| 1-year return | 8.4% | −2.0% |
| 3 years p.a. | 13.8% | 13.1% |
| 5 years p.a. | 17.0% | 11.8% |
| Deepest fall (max drawdown) | −22.1% | −16.2% |
| Assets (AUM) | ₹22 Cr | ₹16,741 Cr |
| Disclosed history | 4.8 yrs | 14 yrs |
| Holdings · top ten weight | 41 · 47% | 60 · 49% |
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.