Fund overlap
Axis ELSS - Tax Saver Fund vs Axis Midcap Fund
Fund A
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
Fund B
Axis Midcap Fund
Axis Midcap Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Scheme - Mid Cap Fund) · Axis Mutual Fund
Overlap
21.2%
- Shared holdings
- 40
- Holdings in A
- 73
- Holdings in B
- 87
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 40 shared holdings, ordered by the smaller of the two weights.
| Holding | Axis ELSS - Tax Saver Fund | Axis Midcap Fund |
|---|---|---|
| Eternal Limited | 3.35% | 2.06% |
| ICICI Bank Limited | 6.89% | 1.71% |
| The Indian Hotels Company Limited | 1.69% | 2.38% |
| Clearing Corporation of India Ltd | 1.66% | 7.95% |
| Sona BLW Precision Forgings Limited | 1.56% | 2.69% |
| Bajaj Finance Limited | 3.35% | 1.35% |
| Apar Industries Limited | 1.33% | 2.84% |
| Solar Industries India Limited | 1.26% | 1.86% |
| PB Fintech Limited | 1.22% | 1.44% |
| Ather Energy Limited | 1.08% | 1.13% |
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.