Fund overlap
SBI ELSS Tax Saver Fund vs Kotak 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
Kotak Contra Fund
Kotak Contra Fund - Direct Plan - IDCW - Payout & Re-investment of Income Distribution cum capital withdrawal option
Open Ended Schemes(Equity Scheme - Contra Fund) · Kotak Mahindra Mutual Fund
Overlap
17.2%
- Shared holdings
- 16
- Holdings in A
- 90
- Holdings in B
- 64
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 16 shared holdings, ordered by the smaller of the two weights.
| Holding | SBI ELSS Tax Saver Fund | Kotak Contra Fund |
|---|---|---|
| ICICI Bank Ltd. | 6.45% | 5.93% |
| HDFC Bank Ltd. | 5.92% | 5.06% |
| Reliance Industries Ltd. | 4.65% | 2.70% |
| Larsen & Toubro Ltd. | 2.84% | 2.50% |
| Tech Mahindra Ltd. | 1.92% | 2.10% |
| Bharti Airtel Ltd. | 1.79% | 2.42% |
| Sun Pharmaceutical Industries Ltd. | 1.65% | 1.70% |
| Bajaj Finance Ltd. | 2.65% | 1.49% |
| Axis Bank Ltd. | 1.80% | 1.48% |
| Maruti Suzuki India Ltd. | 1.20% | 1.96% |
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.