Fund overlap

Aditya Birla Sun Life ELSS Tax Saver Fund vs Axis Focused 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

Axis Focused Fund

Axis Focused Fund - Direct Plan - IDCW Option

Open Ended Schemes(Equity Schemes - Focused Fund) · Axis Mutual Fund

Overlap

21.0%

Shared holdings
13
Holdings in A
64
Holdings in B
29

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

HoldingAditya Birla Sun Life ELSS Tax Saver FundAxis Focused Fund
ICICI Bank Ltd.7.55%8.13%
State Bank of India3.43%4.22%
Eternal Ltd.3.31%7.85%
Axis Bank Ltd.3.85%3.24%
HDFC Bank Ltd.6.30%3.20%
Mahindra & Mahindra Ltd.2.75%3.43%
Bharti Airtel Ltd.2.80%2.60%
Cummins India Ltd.1.89%2.69%
Bajaj Finance Ltd.1.82%5.34%
Infosys Ltd.1.82%2.15%

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.