Fund overlap
HDFC ELSS - Tax Saver Fund vs HDFC Equity Savings Fund
Fund A
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
Fund B
HDFC Equity Savings Fund
HDFC Equity Savings Fund - Direct Plan - Growth Option
Open Ended Schemes(Hybrid Scheme - Equity Savings) · HDFC Mutual Fund
Overlap
22.1%
- Shared holdings
- 32
- Holdings in A
- 63
- Holdings in B
- 127
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 32 shared holdings, ordered by the smaller of the two weights.
| Holding | HDFC ELSS - Tax Saver Fund | HDFC Equity Savings Fund |
|---|---|---|
| HDFC Bank Ltd.£ | 7.87% | 6.96% |
| ICICI Bank Ltd. | 9.06% | 2.87% |
| Reliance Industries Ltd. | 2.64% | 5.23% |
| Bharti Airtel Ltd. | 4.45% | 2.38% |
| Maruti Suzuki India Limited | 4.40% | 2.05% |
| Kotak Mahindra Bank Limited | 4.88% | 1.74% |
| Axis Bank Ltd. | 6.56% | 1.61% |
| Larsen and Toubro Ltd. | 1.59% | 2.97% |
| State Bank of India | 4.49% | 1.56% |
| Hyundai Motor India Limited | 2.72% | 1.10% |
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.