Fund overlap
DSP ELSS Tax Saver Fund vs SBI ESG Exclusionary Strategy Fund
Fund A
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
Fund B
SBI ESG Exclusionary Strategy Fund
SBI ESG Exclusionary Strategy Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) · SBI Mutual Fund
Overlap
18.0%
- Shared holdings
- 10
- Holdings in A
- 60
- Holdings in B
- 46
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
All 10 shared holdings, ordered by the smaller of the two weights.
| Holding | DSP ELSS Tax Saver Fund | SBI ESG Exclusionary Strategy Fund |
|---|---|---|
| ICICI Bank Limited | 9.69% | 8.50% |
| HDFC Bank Limited | 8.97% | 7.66% |
| Kotak Mahindra Bank Limited | 3.89% | 4.32% |
| State Bank of India | 5.59% | 3.85% |
| Larsen & Toubro Limited | 1.52% | 4.19% |
| Asian Paints Limited | 1.21% | 2.89% |
| Maruti Suzuki India Limited | 1.19% | 3.70% |
| Ultratech Cement Limited | 1.06% | 2.79% |
| Coforge Limited | 1.60% | 1.05% |
| Hyundai Motor India Limited | 0.61% | 2.08% |
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.