Fund overlap

Axis ELSS - Tax Saver Fund vs UTI - 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

UTI - Flexi Cap Fund.

UTI - Flexi Cap Fund. - Direct Plan - Growth

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

Overlap

23.0%

Shared holdings
19
Holdings in A
73
Holdings in B
56

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

HoldingAxis ELSS - Tax Saver FundUTI - Flexi Cap Fund.
ICICI Bank Limited6.89%5.81%
HDFC Bank Limited6.09%4.61%
Bharti Airtel Limited4.45%3.37%
Bajaj Finance Limited3.35%5.53%
Eternal Limited3.35%6.56%
Kotak Mahindra Bank Limited2.47%3.41%
Mahindra & Mahindra Limited2.42%2.44%
Titan Company Limited1.88%3.94%
Divi's Laboratories Limited2.74%1.76%
Pidilite Industries Limited2.42%1.46%

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.