Fund overlap
Kotak ELSS Tax Saver Fund vs Axis Large & Mid Cap Fund
Fund A
Kotak ELSS Tax Saver Fund
Kotak ELSS Tax Saver Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal option
Open Ended Schemes(Equity Scheme - ELSS) · Kotak Mahindra Mutual Fund
Fund B
Axis Large & Mid Cap Fund
Axis Large & Mid Cap Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Schemes - Large & Mid Cap Fund) · Axis Mutual Fund
Overlap
22.7%
- Shared holdings
- 26
- Holdings in A
- 55
- Holdings in B
- 106
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 26 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak ELSS Tax Saver Fund | Axis Large & Mid Cap Fund |
|---|---|---|
| ICICI BANK LTD. | 5.01% | 4.43% |
| HDFC BANK LTD. | 7.00% | 3.38% |
| Divis Laboratories Ltd. | 2.68% | 2.76% |
| ETERNAL LIMITED | 3.16% | 2.68% |
| BHARTI AIRTEL LTD. | 3.47% | 2.28% |
| AXIS BANK LTD. | 2.02% | 2.03% |
| Larsen and Toubro Ltd. | 2.48% | 1.68% |
| RELIANCE INDUSTRIES LTD. | 1.60% | 2.19% |
| INDUSIND BANK LTD. | 1.34% | 1.37% |
| SUN PHARMACEUTICAL INDUSTRIES LTD. | 2.39% | 1.33% |
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.