Fund overlap

DSP Flexi Cap Fund vs UTI ELSS Tax Saver Fund

Fund A

DSP Flexi Cap Fund

DSP Flexi Cap Fund - Direct Plan - Growth

Open Ended Schemes(Equity Scheme - Flexi Cap Fund) · DSP Mutual Fund

Fund B

UTI ELSS Tax Saver Fund

UTI ELSS Tax Saver Fund - Direct Plan - IDCW

Open Ended Schemes(Equity Scheme - ELSS) · UTI Mutual Fund

Overlap

27.3%

Shared holdings
23
Holdings in A
68
Holdings in B
62

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

HoldingDSP Flexi Cap FundUTI ELSS Tax Saver Fund
HDFC Bank Limited8.56%8.11%
ICICI Bank Limited9.28%7.11%
Axis Bank Limited4.90%3.70%
Bharti Airtel Limited2.84%4.32%
Mahindra & Mahindra Limited4.10%2.49%
State Bank of India3.43%2.36%
Bajaj Finance Limited2.21%2.95%
Infosys Limited1.49%2.44%
Tech Mahindra Limited1.49%2.08%
Eternal Limited1.97%1.48%

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.