Fund overlap
Nippon India ELSS Tax Saver Fund vs Kotak Business Cycle Fund
Fund A
Nippon India ELSS Tax Saver Fund
Nippon India ELSS Tax Saver Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Schemes - ELSS- Tax Saver Fund) · Nippon India Mutual Fund
Fund B
Kotak Business Cycle Fund
Kotak Business Cycle Fund - Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) · Kotak Mahindra Mutual Fund
Overlap
16.8%
- Shared holdings
- 15
- Holdings in A
- 64
- Holdings in B
- 53
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 15 shared holdings, ordered by the smaller of the two weights.
| Holding | Nippon India ELSS Tax Saver Fund | Kotak Business Cycle Fund |
|---|---|---|
| ICICI Bank Limited | 7.03% | 7.69% |
| Axis Bank Limited | 4.09% | 3.67% |
| HDFC Bank Limited | 7.89% | 2.62% |
| Eternal Limited | 2.50% | 4.05% |
| Mahindra & Mahindra Limited | 1.67% | 1.86% |
| Avenue Supermarts Limited | 1.54% | 1.71% |
| Mankind Pharma Limited | 1.59% | 1.48% |
| ICICI Lombard General Insurance Company Limited | 1.47% | 1.61% |
| Infosys Limited | 2.29% | 1.39% |
| Reliance Industries Limited | 2.78% | 1.23% |
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.