Fund overlap
SBI ELSS Tax Saver Fund vs UTI - 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
UTI - Large Cap Fund
UTI - Large Cap Fund - Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Large Cap Fund) · UTI Mutual Fund
Overlap
26.5%
- Shared holdings
- 24
- Holdings in A
- 90
- Holdings in B
- 67
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 24 shared holdings, ordered by the smaller of the two weights.
| Holding | SBI ELSS Tax Saver Fund | UTI - Large Cap Fund |
|---|---|---|
| ICICI Bank Ltd. | 6.45% | 8.98% |
| HDFC Bank Ltd. | 5.92% | 9.20% |
| Kotak Mahindra Bank Ltd. | 6.76% | 5.12% |
| Reliance Industries Ltd. | 4.65% | 5.13% |
| Larsen & Toubro Ltd. | 2.84% | 3.87% |
| Bajaj Finance Ltd. | 2.65% | 3.22% |
| Axis Bank Ltd. | 1.80% | 3.14% |
| Bharti Airtel Ltd. | 1.79% | 4.09% |
| HDFC Life Insurance Company Ltd. | 1.77% | 1.34% |
| Maruti Suzuki India Ltd. | 1.20% | 1.52% |
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.