Fund overlap

DSP ELSS Tax Saver Fund vs Axis ELSS - Tax Saver 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

Axis ELSS - Tax Saver Fund

Axis ELSS- Tax Saver Fund - Direct Plan - IDCW Option

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

Overlap

26.0%

Shared holdings
20
Holdings in A
60
Holdings in B
73

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.

HoldingDSP ELSS Tax Saver FundAxis ELSS - Tax Saver Fund
ICICI Bank Limited9.69%6.89%
HDFC Bank Limited8.97%6.09%
Bharti Airtel Limited3.37%4.45%
Axis Bank Limited7.97%2.73%
Kotak Mahindra Bank Limited3.89%2.47%
Mahindra & Mahindra Limited2.43%2.42%
State Bank of India5.59%2.32%
Reliance Industries Limited2.84%1.74%
Infosys Limited2.28%1.65%
Sun Pharmaceutical Industries Limited1.68%1.61%

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.