Fund overlap
DSP ELSS Tax Saver Fund vs Kotak Contra 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
Kotak Contra Fund
Kotak Contra Fund - Direct Plan - IDCW - Payout & Re-investment of Income Distribution cum capital withdrawal option
Open Ended Schemes(Equity Scheme - Contra Fund) · Kotak Mahindra Mutual Fund
Overlap
23.2%
- Shared holdings
- 20
- Holdings in A
- 60
- Holdings in B
- 64
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 20 shared holdings, ordered by the smaller of the two weights.
| Holding | DSP ELSS Tax Saver Fund | Kotak Contra Fund |
|---|---|---|
| ICICI Bank Limited | 9.69% | 5.93% |
| HDFC Bank Limited | 8.97% | 5.06% |
| State Bank of India | 5.59% | 3.24% |
| Reliance Industries Limited | 2.84% | 2.70% |
| Bharti Airtel Limited | 3.37% | 2.42% |
| NTPC Limited | 1.86% | 2.46% |
| Infosys Limited | 2.28% | 1.83% |
| Sun Pharmaceutical Industries Limited | 1.68% | 1.70% |
| Indus Towers Limited | 1.55% | 1.70% |
| Larsen & Toubro Limited | 1.52% | 2.50% |
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.