Fund overlap
Aditya Birla Sun Life ELSS Tax Saver Fund vs SBI EQUITY SAVINGS 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 EQUITY SAVINGS FUND
SBI EQUITY SAVINGS FUND - Direct Plan - IDCW
Open Ended Schemes(Hybrid Scheme - Equity Savings) · SBI Mutual Fund
Overlap
17.4%
- Shared holdings
- 21
- Holdings in A
- 64
- Holdings in B
- 107
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.
| Holding | Aditya Birla Sun Life ELSS Tax Saver Fund | SBI EQUITY SAVINGS FUND |
|---|---|---|
| HDFC Bank Ltd. | 6.30% | 5.80% |
| ICICI Bank Ltd. | 7.55% | 5.14% |
| Reliance Industries Ltd. | 3.73% | 5.04% |
| Bharti Airtel Ltd. | 2.80% | 3.58% |
| Bajaj Finance Ltd. | 1.82% | 1.77% |
| Mahindra & Mahindra Ltd. | 2.75% | 1.76% |
| Axis Bank Ltd. | 3.85% | 1.63% |
| Hindalco Industries Ltd. | 2.31% | 1.62% |
| TREPS | 1.58% | 2.15% |
| State Bank of India | 3.43% | 1.20% |
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.