Fund overlap

Aditya Birla Sun Life ELSS Tax Saver Fund vs DSP 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

DSP Equity Savings Fund

DSP Equity Savings Fund - Direct Plan - Growth

Open Ended Schemes(Hybrid Scheme - Equity Savings) · DSP Mutual Fund

Overlap

17.0%

Shared holdings
13
Holdings in A
64
Holdings in B
86

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 FundDSP Equity Savings Fund
HDFC Bank Ltd.6.30%7.25%
Axis Bank Ltd.3.85%4.69%
Reliance Industries Ltd.3.73%3.10%
Mahindra & Mahindra Ltd.2.75%3.10%
ICICI Bank Ltd.7.55%2.34%
Bharti Airtel Ltd.2.80%2.04%
Hindalco Industries Ltd.2.31%1.86%
Larsen & Toubro Ltd.1.97%1.78%
Titan Company Ltd.1.59%1.55%
NTPC Ltd.1.35%2.46%

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.