Fund overlap

HDFC Equity Savings Fund vs DSP ELSS Tax Saver Fund

Fund A

HDFC Equity Savings Fund

HDFC Equity Savings Fund - Direct Plan - Growth Option

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

Fund B

DSP ELSS Tax Saver Fund

DSP ELSS Tax Saver Fund - Direct Plan - IDCW

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

Overlap

21.0%

Shared holdings
28
Holdings in A
127
Holdings in B
60

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

HoldingHDFC Equity Savings FundDSP ELSS Tax Saver Fund
HDFC Bank Ltd.£6.96%8.97%
ICICI Bank Ltd.2.87%9.69%
Reliance Industries Ltd.5.23%2.84%
Bharti Airtel Ltd.2.38%3.37%
NTPC Limited3.55%1.86%
Kotak Mahindra Bank Limited1.74%3.89%
Sun Pharmaceutical Industries Ltd.2.89%1.68%
Axis Bank Ltd.1.61%7.97%
State Bank of India1.56%5.59%
Larsen and Toubro Ltd.2.97%1.52%

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.