ANVESHAN
Theme
Create account

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.

2 of 6 pickedCompare

Overlap

share of the portfolio the two funds hold in common

360 ONE ELSS Tax Saver Nifty 50 IndexAxis Nifty 50 Index
360 ONE ELSS Tax Saver Nifty 50 Index
itself
100%
Axis Nifty 50 Index
100%
itself

Most alike: 360 ONE ELSS Tax Saver Nifty 50 Index Fund and Axis Nifty 50 Index Fund share 100% of their portfolios. Holding both is closer to holding one twice than to diversifying.

Side by side

record, cost, returns, drawdown, size

Measure360 ONE ELSS Tax Saver Nifty 50 IndexAxis Nifty 50 Index
CategoryEquity FundsEquity Funds
Share of three-year stretches it beat its category P40% of 90% of 22
Regular plan costs more than Direct by, a year P50.27%0.31%
Portfolio turned over a year P132%32%
Run by P7Viral Mehta · 3 monot known
1-year return−6.2%−6.2%
3 years p.a.6.8%6.9%
5 years p.a.——
Deepest fall (max drawdown)−15.4%−15.4%
Assets (AUM)₹70 Cr₹968 Cr
Disclosed history3.7 yrs4.5 yrs
Holdings · top ten weight52 · 53%52 · 53%

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.