Fund overlap
DSP ELSS Tax Saver Fund vs Kotak Large & Mid Cap 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 Large & Mid Cap Fund
Kotak Large & Mid Cap Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Schemes - Large & Mid Cap Fund) · Kotak Mahindra Mutual Fund
Overlap
21.4%
- Shared holdings
- 23
- Holdings in A
- 60
- Holdings in B
- 70
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.
| Holding | DSP ELSS Tax Saver Fund | Kotak Large & Mid Cap Fund |
|---|---|---|
| HDFC Bank Limited | 8.97% | 4.52% |
| State Bank of India | 5.59% | 3.92% |
| ICICI Bank Limited | 9.69% | 3.03% |
| Axis Bank Limited | 7.97% | 2.41% |
| Bharti Airtel Limited | 3.37% | 2.18% |
| Sun Pharmaceutical Industries Limited | 1.68% | 1.90% |
| Larsen & Toubro Limited | 1.52% | 2.27% |
| Eternal Limited | 1.47% | 3.77% |
| IPCA Laboratories Limited | 1.43% | 1.59% |
| Coromandel International Limited | 1.41% | 1.84% |
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.