Fund overlap

HDFC ELSS - Tax Saver Fund vs Axis 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

Axis ELSS - Tax Saver Fund

Axis ELSS- Tax Saver Fund - Direct Plan - IDCW Option

Open Ended Schemes(Equity Schemes - ELSS- Tax Saver Fund) · Axis Mutual Fund

Overlap

24.9%

Shared holdings
22
Holdings in A
63
Holdings in B
73

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 FundAxis ELSS - Tax Saver Fund
ICICI Bank Ltd.9.06%6.89%
HDFC Bank Ltd.£7.87%6.09%
Bharti Airtel Ltd.4.45%4.45%
Axis Bank Ltd.6.56%2.73%
Kotak Mahindra Bank Limited4.88%2.47%
Eternal Limited2.41%3.35%
State Bank of India4.49%2.32%
Reliance Industries Ltd.2.64%1.74%
Larsen and Toubro Ltd.1.59%2.70%
InterGlobe Aviation Ltd.1.37%1.46%

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.