Fund overlap

HDFC ELSS - Tax Saver Fund vs DSP 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

DSP Equity Savings Fund

DSP Equity Savings Fund - Direct Plan - Growth

Open Ended Schemes(Hybrid Scheme - Equity Savings) · DSP Mutual Fund

Overlap

21.0%

Shared holdings
24
Holdings in A
63
Holdings in B
86

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

HoldingHDFC ELSS - Tax Saver FundDSP Equity Savings Fund
HDFC Bank Ltd.£7.87%7.25%
Axis Bank Ltd.6.56%4.69%
Kotak Mahindra Bank Limited4.88%3.68%
Reliance Industries Ltd.2.64%3.10%
ICICI Bank Ltd.9.06%2.34%
Bharti Airtel Ltd.4.45%2.04%
Larsen and Toubro Ltd.1.59%1.78%
Alkem Laboratories Ltd.1.21%1.20%
SBI Life Insurance Company Ltd.3.21%1.14%
Cipla Ltd.1.11%2.07%

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.