Fund overlap

HDFC Focused Fund vs HDFC ELSS - Tax Saver Fund

Fund A

HDFC Focused Fund

HDFC Focused Fund - Direct Plan - IDCW Option

Open Ended Schemes(Equity Scheme - Focused Fund) · HDFC Mutual Fund

Fund B

HDFC ELSS - Tax Saver Fund

HDFC ELSS - Tax Saver Fund - Direct Plan - IDCW Option

Open Ended Schemes(Equity Schemes - ELSS- Tax Saver Fund) · HDFC Mutual Fund

Overlap

44.3%

Shared holdings
23
Holdings in A
33
Holdings in B
63

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 23 shared holdings, ordered by the smaller of the two weights.

HoldingHDFC Focused FundHDFC ELSS - Tax Saver Fund
ICICI Bank Ltd.9.16%9.06%
HDFC Bank Ltd.£7.83%7.87%
Axis Bank Ltd.6.24%6.56%
Kotak Mahindra Bank Limited6.91%4.88%
State Bank of India5.10%4.49%
Maruti Suzuki India Limited3.40%4.40%
Bharti Airtel Ltd.3.20%4.45%
SBI Life Insurance Company Ltd.3.02%3.21%
HCL Technologies Ltd.3.54%2.94%
Eternal Limited4.87%2.41%

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.