Fund overlap

Aditya Birla Sun Life ELSS Tax Saver Fund vs Axis Large & Mid 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

Axis Large & Mid Cap Fund

Axis Large & Mid Cap Fund - Direct Plan - IDCW Option

Open Ended Schemes(Equity Schemes - Large & Mid Cap Fund) · Axis Mutual Fund

Overlap

17.9%

Shared holdings
20
Holdings in A
64
Holdings in B
106

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

HoldingAditya Birla Sun Life ELSS Tax Saver FundAxis Large & Mid Cap Fund
ICICI Bank Ltd.7.55%4.43%
HDFC Bank Ltd.6.30%3.38%
Eternal Ltd.3.31%2.68%
Bharti Airtel Ltd.2.80%2.28%
Reliance Industries Ltd.3.73%2.19%
Axis Bank Ltd.3.85%2.03%
Larsen & Toubro Ltd.1.97%1.68%
Fortis Healthcare Ltd.1.70%1.42%
Bajaj Finance Ltd.1.82%1.28%
Mahindra & Mahindra Ltd.2.75%1.25%

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.