Fund overlap
HDFC ELSS - Tax Saver Fund vs Aditya Birla Sun Life Focused 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 Focused Fund
Aditya Birla Sun Life Focused Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Focused Fund) · Aditya Birla Sun Life Mutual Fund
Overlap
20.7%
- Shared holdings
- 12
- Holdings in A
- 63
- Holdings in B
- 31
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 12 shared holdings, ordered by the smaller of the two weights.
| Holding | HDFC ELSS - Tax Saver Fund | Aditya Birla Sun Life Focused Fund |
|---|---|---|
| ICICI Bank Ltd. | 9.06% | 5.71% |
| HDFC Bank Ltd.£ | 7.87% | 5.21% |
| State Bank of India | 4.49% | 3.63% |
| Axis Bank Ltd. | 6.56% | 3.51% |
| Bharti Airtel Ltd. | 4.45% | 3.39% |
| SBI Life Insurance Company Ltd. | 3.21% | 3.24% |
| Reliance Industries Ltd. | 2.64% | 5.69% |
| Eternal Limited | 2.41% | 4.04% |
| Larsen and Toubro Ltd. | 1.59% | 3.07% |
| United Spirits Limited | 1.03% | 2.84% |
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.