Fund overlap

HDFC ELSS - Tax Saver Fund vs DSP Large & Mid Cap 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

DSP Large & Mid Cap Fund

DSP Large & Mid Cap Fund - Direct Plan - Growth

Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) · DSP Mutual Fund

Overlap

29.0%

Shared holdings
23
Holdings in A
63
Holdings in B
71

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 ELSS - Tax Saver FundDSP Large & Mid Cap Fund
ICICI Bank Ltd.9.06%8.44%
HDFC Bank Ltd.£7.87%7.81%
Axis Bank Ltd.6.56%5.88%
State Bank of India4.49%3.18%
Kotak Mahindra Bank Limited4.88%2.49%
Bharti Airtel Ltd.4.45%2.13%
SBI Life Insurance Company Ltd.3.21%1.49%
Eternal Limited2.41%1.29%
Alkem Laboratories Ltd.1.21%1.96%
Cipla Ltd.1.11%1.44%

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.