Fund overlap

DSP ELSS Tax Saver Fund vs HDFC 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

HDFC Large & Mid Cap Fund

HDFC Large & Mid Cap Fund - Direct Plan - Growth Option

Open Ended Schemes(Equity Schemes - Large & Mid Cap Fund) · HDFC Mutual Fund

Overlap

22.9%

Shared holdings
49
Holdings in A
60
Holdings in B
241

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 49 shared holdings, ordered by the smaller of the two weights.

HoldingDSP ELSS Tax Saver FundHDFC Large & Mid Cap Fund
ICICI Bank Limited9.69%3.66%
HDFC Bank Limited8.97%3.64%
Axis Bank Limited7.97%1.95%
Bharti Airtel Limited3.37%1.79%
Reliance Industries Limited2.84%1.42%
State Bank of India5.59%1.42%
Max Financial Services Limited2.06%1.25%
Kotak Mahindra Bank Limited3.89%1.23%
Maruti Suzuki India Limited1.19%1.23%
Eternal Limited1.47%1.16%

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.