Fund overlap
DSP ELSS Tax Saver Fund vs SBI EQUITY SAVINGS 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 EQUITY SAVINGS FUND
SBI EQUITY SAVINGS FUND - Direct Plan - IDCW
Open Ended Schemes(Hybrid Scheme - Equity Savings) · SBI Mutual Fund
Overlap
19.2%
- Shared holdings
- 26
- Holdings in A
- 60
- Holdings in B
- 107
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 26 shared holdings, ordered by the smaller of the two weights.
| Holding | DSP ELSS Tax Saver Fund | SBI EQUITY SAVINGS FUND |
|---|---|---|
| HDFC Bank Limited | 8.97% | 5.80% |
| ICICI Bank Limited | 9.69% | 5.14% |
| Kotak Mahindra Bank Limited | 3.89% | 6.73% |
| Bharti Airtel Limited | 3.37% | 3.58% |
| Reliance Industries Limited | 2.84% | 5.04% |
| Mahindra & Mahindra Limited | 2.43% | 1.76% |
| Axis Bank Limited | 7.97% | 1.63% |
| Jindal Steel Limited | 1.22% | 1.23% |
| State Bank of India | 5.59% | 1.20% |
| Infosys Limited | 2.28% | 1.15% |
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.