Fund overlap
HDFC Focused Fund vs Kotak 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
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
19.8%
- Shared holdings
- 10
- Holdings in A
- 33
- 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
All 10 shared holdings, ordered by the smaller of the two weights.
| Holding | HDFC Focused Fund | Kotak ELSS Tax Saver Fund |
|---|---|---|
| HDFC Bank Ltd.£ | 7.83% | 7.00% |
| ICICI Bank Ltd. | 9.16% | 5.01% |
| State Bank of India | 5.10% | 4.98% |
| Bharti Airtel Ltd. | 3.20% | 3.47% |
| Eternal Limited | 4.87% | 3.16% |
| Sun Pharmaceutical Industries Ltd. | 4.07% | 2.39% |
| Axis Bank Ltd. | 6.24% | 2.02% |
| Bosch Limited | 2.51% | 1.94% |
| InterGlobe Aviation Ltd. | 4.00% | 1.85% |
| Kotak Mahindra Bank Limited | 6.91% | 1.55% |
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.