Fund overlap
SBI ELSS Tax Saver Fund vs SBI CONTRA FUND
Fund A
SBI ELSS Tax Saver Fund
SBI ELSS Tax Saver Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - ELSS) · SBI Mutual Fund
Fund B
SBI CONTRA FUND
SBI CONTRA FUND - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Contra Fund) · SBI Mutual Fund
Overlap
30.1%
- Shared holdings
- 33
- Holdings in A
- 90
- Holdings in B
- 95
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 33 shared holdings, ordered by the smaller of the two weights.
| Holding | SBI ELSS Tax Saver Fund | SBI CONTRA FUND |
|---|---|---|
| TREPS | 5.27% | 6.40% |
| HDFC Bank Ltd. | 5.92% | 4.79% |
| Reliance Industries Ltd. | 4.65% | 4.67% |
| ICICI Bank Ltd. | 6.45% | 4.36% |
| Kotak Mahindra Bank Ltd. | 6.76% | 3.15% |
| Torrent Power Ltd. | 2.33% | 2.48% |
| Tech Mahindra Ltd. | 1.92% | 1.79% |
| FSN E-Commerce Ventures Ltd. | 1.92% | 1.58% |
| Axis Bank Ltd. | 1.80% | 1.33% |
| Bharti Airtel Ltd. | 1.79% | 1.23% |
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.