Fund overlap
SBI ELSS Tax Saver Fund vs HDFC Large & Mid 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
HDFC Large & Mid Cap Fund
HDFC Large & Mid Cap Fund - Direct Plan - Growth Option
Open Ended Schemes(Equity Schemes - Large & Mid Cap Fund) · HDFC Mutual Fund
Overlap
20.4%
- Shared holdings
- 58
- Holdings in A
- 90
- Holdings in B
- 241
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 58 shared holdings, ordered by the smaller of the two weights.
| Holding | SBI ELSS Tax Saver Fund | HDFC Large & Mid Cap Fund |
|---|---|---|
| ICICI Bank Ltd. | 6.45% | 3.66% |
| HDFC Bank Ltd. | 5.92% | 3.64% |
| Axis Bank Ltd. | 1.80% | 1.95% |
| Bharti Airtel Ltd. | 1.79% | 1.79% |
| Reliance Industries Ltd. | 4.65% | 1.42% |
| Kotak Mahindra Bank Ltd. | 6.76% | 1.23% |
| Maruti Suzuki India Ltd. | 1.20% | 1.23% |
| Larsen & Toubro Ltd. | 2.84% | 0.96% |
| Bharat Forge Ltd. | 0.94% | 0.91% |
| Infosys Ltd. | 0.88% | 1.04% |
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.