Fund overlap

Nippon India Vision Large & Mid Cap Fund vs Kotak ELSS Tax Saver Fund

Fund A

Nippon India Vision Large & Mid Cap Fund

Nippon India Vision Large & Mid Cap Fund - Direct Plan - Bonus Option

Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) · Nippon India Mutual Fund

Fund B

Kotak ELSS Tax Saver Fund

Kotak ELSS Tax Saver Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal option

Open Ended Schemes(Equity Scheme - ELSS) · Kotak Mahindra Mutual Fund

Overlap

19.3%

Shared holdings
20
Holdings in A
91
Holdings in B
55

Overlap measures how closely the two portfolios match, holding by holding and weight by weight, using each fund's latest disclosed holdings. 100% would mean the same holdings at the same weights.

Shared holdings

The 10 largest of 20 shared holdings, ordered by the smaller of the two weights.

HoldingNippon India Vision Large & Mid Cap FundKotak ELSS Tax Saver Fund
ICICI Bank Limited4.72%5.01%
State Bank of India4.22%4.98%
Eternal Limited3.89%3.16%
HDFC Bank Limited2.87%7.00%
Dixon Technologies (India) Limited2.21%2.59%
Axis Bank Limited2.98%2.02%
Reliance Industries Limited2.08%1.60%
Piramal Finance Limited1.38%1.60%
Triparty Repo3.99%1.29%
IndusInd Bank Limited1.22%1.34%

Data as of 30 Sept 2026

Method: weighted Jaccard

Weighted Jaccard adds up the smaller weight of every holding across both funds and divides by the sum of the larger weights.