Fund overlap

HDFC ELSS - Tax Saver Fund vs SBI Large 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

SBI Large Cap Fund

SBI Large Cap Fund - Direct Plan - IDCW

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

Overlap

28.1%

Shared holdings
21
Holdings in A
63
Holdings in B
58

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

HoldingHDFC ELSS - Tax Saver FundSBI Large Cap Fund
ICICI Bank Ltd.9.06%8.29%
HDFC Bank Ltd.£7.87%8.19%
Kotak Mahindra Bank Limited4.88%4.60%
State Bank of India4.49%3.50%
Axis Bank Ltd.6.56%3.22%
Reliance Industries Ltd.2.64%3.51%
Bharti Airtel Ltd.4.45%2.15%
Eternal Limited2.41%1.77%
Larsen and Toubro Ltd.1.59%5.31%
InterGlobe Aviation Ltd.1.37%1.56%

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.