Fund overlap

DSP ELSS Tax Saver Fund vs Axis 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

Axis Large & Mid Cap Fund

Axis Large & Mid Cap Fund - Direct Plan - IDCW Option

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

Overlap

18.9%

Shared holdings
23
Holdings in A
60
Holdings in B
106

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.

HoldingDSP ELSS Tax Saver FundAxis Large & Mid Cap Fund
ICICI Bank Limited9.69%4.43%
HDFC Bank Limited8.97%3.38%
Bharti Airtel Limited3.37%2.28%
Reliance Industries Limited2.84%2.19%
Axis Bank Limited7.97%2.03%
Samvardhana Motherson International Limited1.61%1.60%
Larsen & Toubro Limited1.52%1.68%
Eternal Limited1.47%2.68%
Coforge Limited1.60%1.45%
Sun Pharmaceutical Industries Limited1.68%1.33%

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.