Fund overlap

Axis ELSS - Tax Saver Fund vs Aditya Birla Sun Life Flexi Cap 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

Aditya Birla Sun Life Flexi Cap Fund

Aditya Birla Sun Life Flexi Cap Fund - Direct Plan - GROWTH

Open Ended Schemes(Equity Scheme - Flexi Cap Fund) · Aditya Birla Sun Life Mutual Fund

Overlap

21.8%

Shared holdings
25
Holdings in A
73
Holdings in B
82

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

HoldingAxis ELSS - Tax Saver FundAditya Birla Sun Life Flexi Cap Fund
ICICI Bank Limited6.89%5.60%
HDFC Bank Limited6.09%3.91%
Kotak Mahindra Bank Limited2.47%3.55%
State Bank of India2.32%2.09%
Reliance Industries Limited1.74%2.42%
Bharti Airtel Limited4.45%1.70%
Infosys Limited1.65%2.01%
Sona BLW Precision Forgings Limited1.56%1.99%
Axis Bank Limited2.73%1.53%
CG Power and Industrial Solutions Limited1.63%1.51%

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.