Fund overlap
HDFC Focused Fund vs UTI 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
UTI ELSS Tax Saver Fund
UTI ELSS Tax Saver Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - ELSS) · UTI Mutual Fund
Overlap
25.1%
- Shared holdings
- 15
- Holdings in A
- 33
- Holdings in B
- 62
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 | HDFC Focused Fund | UTI ELSS Tax Saver Fund |
|---|---|---|
| HDFC Bank Ltd.£ | 7.83% | 8.11% |
| ICICI Bank Ltd. | 9.16% | 7.11% |
| Kotak Mahindra Bank Limited | 6.91% | 4.49% |
| Axis Bank Ltd. | 6.24% | 3.70% |
| Bharti Airtel Ltd. | 3.20% | 4.32% |
| State Bank of India | 5.10% | 2.36% |
| Maruti Suzuki India Limited | 3.40% | 1.84% |
| Tata Steel Ltd. | 1.78% | 2.21% |
| Aster DM Quality Care Limited | 3.30% | 1.66% |
| Eternal Limited | 4.87% | 1.48% |
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.