Fund overlap

Axis Focused Fund vs UTI ELSS Tax Saver Fund

Fund A

Axis Focused Fund

Axis Focused Fund - Direct Plan - IDCW Option

Open Ended Schemes(Equity Schemes - Focused Fund) · Axis Mutual Fund

Fund B

UTI ELSS Tax Saver Fund

UTI ELSS Tax Saver Fund - Direct Plan - IDCW

Open Ended Schemes(Equity Scheme - ELSS) · UTI Mutual Fund

Overlap

17.3%

Shared holdings
11
Holdings in A
29
Holdings in B
62

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 11 shared holdings, ordered by the smaller of the two weights.

HoldingAxis Focused FundUTI ELSS Tax Saver Fund
ICICI Bank Limited8.13%7.11%
Axis Bank Limited3.24%3.70%
HDFC Bank Limited3.20%8.11%
Bajaj Finance Limited5.34%2.95%
Bharti Airtel Limited2.60%4.32%
Mahindra & Mahindra Limited3.43%2.49%
State Bank of India4.22%2.36%
Infosys Limited2.15%2.44%
Eternal Limited7.85%1.48%
Cholamandalam Investment and Finance Company Ltd5.14%1.37%

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.