Fund overlap
HDFC ELSS - Tax Saver Fund vs SBI EQUITY SAVINGS 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 EQUITY SAVINGS FUND
SBI EQUITY SAVINGS FUND - Direct Plan - IDCW
Open Ended Schemes(Hybrid Scheme - Equity Savings) · SBI Mutual Fund
Overlap
19.9%
- Shared holdings
- 26
- Holdings in A
- 63
- Holdings in B
- 107
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 26 shared holdings, ordered by the smaller of the two weights.
| Holding | HDFC ELSS - Tax Saver Fund | SBI EQUITY SAVINGS FUND |
|---|---|---|
| HDFC Bank Ltd.£ | 7.87% | 5.80% |
| ICICI Bank Ltd. | 9.06% | 5.14% |
| Kotak Mahindra Bank Limited | 4.88% | 6.73% |
| Bharti Airtel Ltd. | 4.45% | 3.58% |
| Reliance Industries Ltd. | 2.64% | 5.04% |
| Axis Bank Ltd. | 6.56% | 1.63% |
| Apollo Hospitals Enterprise Ltd. | 1.50% | 1.40% |
| State Bank of India | 4.49% | 1.20% |
| Infosys Limited | 0.96% | 1.15% |
| Eicher Motors Ltd. | 0.86% | 1.76% |
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.