Fund overlap

DSP ELSS Tax Saver Fund vs DSP 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

DSP Equity Savings Fund

DSP Equity Savings Fund - Direct Plan - Growth

Open Ended Schemes(Hybrid Scheme - Equity Savings) · DSP Mutual Fund

Overlap

28.6%

Shared holdings
28
Holdings in A
60
Holdings in B
86

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

HoldingDSP ELSS Tax Saver FundDSP Equity Savings Fund
HDFC Bank Limited8.97%7.25%
Axis Bank Limited7.97%4.69%
Kotak Mahindra Bank Limited3.89%3.68%
Reliance Industries Limited2.84%3.10%
Mahindra & Mahindra Limited2.43%3.10%
ICICI Bank Limited9.69%2.34%
Bharti Airtel Limited3.37%2.04%
Cipla Limited1.93%2.07%
NTPC Limited1.86%2.46%
Sun Pharmaceutical Industries Limited1.68%1.75%

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.