Fund overlap
HDFC ELSS - Tax Saver Fund vs SBI 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
SBI ELSS Tax Saver Fund
SBI ELSS Tax Saver Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - ELSS) · SBI Mutual Fund
Overlap
23.2%
- Shared holdings
- 25
- Holdings in A
- 63
- Holdings in B
- 90
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 25 shared holdings, ordered by the smaller of the two weights.
| Holding | HDFC ELSS - Tax Saver Fund | SBI ELSS Tax Saver Fund |
|---|---|---|
| ICICI Bank Ltd. | 9.06% | 6.45% |
| HDFC Bank Ltd.£ | 7.87% | 5.92% |
| Kotak Mahindra Bank Limited | 4.88% | 6.76% |
| Reliance Industries Ltd. | 2.64% | 4.65% |
| Axis Bank Ltd. | 6.56% | 1.80% |
| Bharti Airtel Ltd. | 4.45% | 1.79% |
| Larsen and Toubro Ltd. | 1.59% | 2.84% |
| Maruti Suzuki India Limited | 4.40% | 1.20% |
| Britannia Industries Ltd. | 1.69% | 1.19% |
| Cipla Ltd. | 1.11% | 2.13% |
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.