Fund overlap

HDFC Large Cap Fund vs SBI ELSS Tax Saver Fund

Fund A

HDFC Large Cap Fund

HDFC Large Cap Fund - Direct Plan - IDCW Option

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

Fund B

SBI ELSS Tax Saver Fund

SBI ELSS Tax Saver Fund - Direct Plan - IDCW

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

Overlap

20.9%

Shared holdings
17
Holdings in A
48
Holdings in B
90

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

HoldingHDFC Large Cap FundSBI ELSS Tax Saver Fund
ICICI Bank Ltd.9.79%6.45%
Kotak Mahindra Bank Limited6.08%6.76%
HDFC Bank Ltd.£7.36%5.92%
Reliance Industries Ltd.4.76%4.65%
Larsen and Toubro Ltd.1.98%2.84%
Axis Bank Ltd.3.52%1.80%
Bharti Airtel Ltd.6.46%1.79%
Cholamandalam Investment & Finance Co. Ltd.2.28%1.40%
Tata Motors Limited1.94%1.12%
Eicher Motors Ltd.0.99%1.04%

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.