Fund overlap

Aditya Birla Sun Life ELSS Tax Saver Fund vs SBI ELSS Tax Saver Fund

Fund A

Aditya Birla Sun Life ELSS Tax Saver Fund

Aditya Birla Sun Life ELSS Tax Saver Fund - Direct Plan - IDCW

Open Ended Schemes(Equity Scheme - ELSS) · Aditya Birla Sun Life Mutual Fund

Fund B

SBI ELSS Tax Saver Fund

SBI ELSS Tax Saver Fund - Direct Plan - IDCW

Open Ended Schemes(Equity Scheme - ELSS) · SBI Mutual Fund

Overlap

21.3%

Shared holdings
19
Holdings in A
64
Holdings in B
90

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

HoldingAditya Birla Sun Life ELSS Tax Saver FundSBI ELSS Tax Saver Fund
ICICI Bank Ltd.7.55%6.45%
HDFC Bank Ltd.6.30%5.92%
Reliance Industries Ltd.3.73%4.65%
Larsen & Toubro Ltd.1.97%2.84%
Tech Mahindra Ltd.2.59%1.92%
Bajaj Finance Ltd.1.82%2.65%
Axis Bank Ltd.3.85%1.80%
Bharti Airtel Ltd.2.80%1.79%
TREPS1.58%5.27%
Hindalco Industries Ltd.2.31%1.44%

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.