Fund overlap
SBI ELSS Tax Saver Fund vs Axis ELSS - Tax Saver 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 ELSS - Tax Saver Fund
Axis ELSS- Tax Saver Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Schemes - ELSS- Tax Saver Fund) · Axis Mutual Fund
Overlap
24.3%
- Shared holdings
- 27
- Holdings in A
- 90
- Holdings in B
- 73
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 27 shared holdings, ordered by the smaller of the two weights.
| Holding | SBI ELSS Tax Saver Fund | Axis ELSS - Tax Saver Fund |
|---|---|---|
| ICICI Bank Ltd. | 6.45% | 6.89% |
| HDFC Bank Ltd. | 5.92% | 6.09% |
| Larsen & Toubro Ltd. | 2.84% | 2.70% |
| Bajaj Finance Ltd. | 2.65% | 3.35% |
| Kotak Mahindra Bank Ltd. | 6.76% | 2.47% |
| Axis Bank Ltd. | 1.80% | 2.73% |
| Bharti Airtel Ltd. | 1.79% | 4.45% |
| Reliance Industries Ltd. | 4.65% | 1.74% |
| Sun Pharmaceutical Industries Ltd. | 1.65% | 1.61% |
| Cholamandalam Investment & Finance Co. Ltd. | 1.40% | 2.25% |
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.