Fund overlap

HDFC ELSS - Tax Saver Fund vs SBI CONTRA 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 CONTRA FUND

SBI CONTRA FUND - Direct Plan - IDCW

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

Overlap

18.4%

Shared holdings
22
Holdings in A
63
Holdings in B
95

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

HoldingHDFC ELSS - Tax Saver FundSBI CONTRA FUND
HDFC Bank Ltd.£7.87%4.79%
ICICI Bank Ltd.9.06%4.36%
Kotak Mahindra Bank Limited4.88%3.15%
Reliance Industries Ltd.2.64%4.67%
Tata Steel Ltd.1.85%2.13%
State Bank of India4.49%1.60%
Bajaj Auto Limited1.88%1.35%
Axis Bank Ltd.6.56%1.33%
Bharti Airtel Ltd.4.45%1.23%
Cipla Ltd.1.11%1.15%

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.