Fund overlap
Aditya Birla Sun Life ELSS Tax Saver Fund vs Kotak Contra 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
Kotak Contra Fund
Kotak Contra Fund - Direct Plan - IDCW - Payout & Re-investment of Income Distribution cum capital withdrawal option
Open Ended Schemes(Equity Scheme - Contra Fund) · Kotak Mahindra Mutual Fund
Overlap
20.9%
- Shared holdings
- 17
- Holdings in A
- 64
- Holdings in B
- 64
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 17 shared holdings, ordered by the smaller of the two weights.
| Holding | Aditya Birla Sun Life ELSS Tax Saver Fund | Kotak Contra Fund |
|---|---|---|
| ICICI Bank Ltd. | 7.55% | 5.93% |
| HDFC Bank Ltd. | 6.30% | 5.06% |
| State Bank of India | 3.43% | 3.24% |
| Reliance Industries Ltd. | 3.73% | 2.70% |
| Bharti Airtel Ltd. | 2.80% | 2.42% |
| Tech Mahindra Ltd. | 2.59% | 2.10% |
| Larsen & Toubro Ltd. | 1.97% | 2.50% |
| Infosys Ltd. | 1.82% | 1.83% |
| Fortis Healthcare Ltd. | 1.70% | 1.98% |
| Bajaj Finance Ltd. | 1.82% | 1.49% |
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.