Fund overlap

SBI ELSS Tax Saver Fund vs Axis Large Cap 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

Axis Large Cap Fund

Axis Large Cap Fund - Direct Plan - Growth Option

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

Overlap

23.4%

Shared holdings
20
Holdings in A
90
Holdings in B
50

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.

HoldingSBI ELSS Tax Saver FundAxis Large Cap Fund
ICICI Bank Ltd.6.45%9.29%
HDFC Bank Ltd.5.92%8.25%
Reliance Industries Ltd.4.65%3.25%
Larsen & Toubro Ltd.2.84%3.26%
Kotak Mahindra Bank Ltd.6.76%2.74%
Bajaj Finance Ltd.2.65%4.94%
Axis Bank Ltd.1.80%3.23%
Bharti Airtel Ltd.1.79%5.07%
Sun Pharmaceutical Industries Ltd.1.65%2.56%
Cholamandalam Investment & Finance Co. Ltd.1.40%1.99%

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.