Fund overlap
HDFC ELSS - Tax Saver Fund vs Aditya Birla Sun Life ELSS Tax Saver 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
Aditya Birla Sun Life ELSS Tax Saver Fund
Aditya Birla Sun Life ELSS Tax Saver Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - ELSS) · Aditya Birla Sun Life Mutual Fund
Overlap
23.0%
- Shared holdings
- 16
- Holdings in A
- 63
- Holdings in B
- 64
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 16 shared holdings, ordered by the smaller of the two weights.
| Holding | HDFC ELSS - Tax Saver Fund | Aditya Birla Sun Life ELSS Tax Saver Fund |
|---|---|---|
| ICICI Bank Ltd. | 9.06% | 7.55% |
| HDFC Bank Ltd.£ | 7.87% | 6.30% |
| Axis Bank Ltd. | 6.56% | 3.85% |
| State Bank of India | 4.49% | 3.43% |
| Bharti Airtel Ltd. | 4.45% | 2.80% |
| Reliance Industries Ltd. | 2.64% | 3.73% |
| Eternal Limited | 2.41% | 3.31% |
| Larsen and Toubro Ltd. | 1.59% | 1.97% |
| Bosch Limited | 1.42% | 1.88% |
| Tech Mahindra Ltd. | 1.02% | 2.59% |
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.