Fund overlap

Aditya Birla Sun Life ELSS Tax Saver Fund vs UTI - Large Cap 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

UTI - Large Cap Fund

UTI - Large Cap Fund - Direct Plan - Growth

Open Ended Schemes(Equity Scheme - Large Cap Fund) · UTI Mutual Fund

Overlap

26.5%

Shared holdings
21
Holdings in A
64
Holdings in B
67

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

HoldingAditya Birla Sun Life ELSS Tax Saver FundUTI - Large Cap Fund
ICICI Bank Ltd.7.55%8.98%
HDFC Bank Ltd.6.30%9.20%
Reliance Industries Ltd.3.73%5.13%
Axis Bank Ltd.3.85%3.14%
Bharti Airtel Ltd.2.80%4.09%
Eternal Ltd.3.31%2.80%
Larsen & Toubro Ltd.1.97%3.87%
Bajaj Finance Ltd.1.82%3.22%
Infosys Ltd.1.82%3.27%
State Bank of India3.43%1.73%

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.