Fund overlap

DSP Large & Mid Cap Fund vs UTI ELSS Tax Saver Fund

Fund A

DSP Large & Mid Cap Fund

DSP Large & Mid Cap Fund - Direct Plan - Growth

Open Ended Schemes(Equity Scheme - Large & Mid 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

27.1%

Shared holdings
23
Holdings in A
71
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 Large & Mid Cap FundUTI ELSS Tax Saver Fund
HDFC Bank Limited7.81%8.11%
ICICI Bank Limited8.44%7.11%
Axis Bank Limited5.88%3.70%
Kotak Mahindra Bank Limited2.49%4.49%
State Bank of India3.18%2.36%
Bharti Airtel Limited2.13%4.32%
Phoenix Mills Limited2.14%1.99%
Mahindra & Mahindra Limited1.35%2.49%
Eternal Limited1.29%1.48%
Infosys Limited1.22%2.44%

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.