Fund overlap

Axis ELSS - Tax Saver Fund vs HDFC Large & Mid 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

HDFC Large & Mid Cap Fund

HDFC Large & Mid Cap Fund - Direct Plan - Growth Option

Open Ended Schemes(Equity Schemes - Large & Mid Cap Fund) · HDFC Mutual Fund

Overlap

21.5%

Shared holdings
53
Holdings in A
73
Holdings in B
241

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

HoldingAxis ELSS - Tax Saver FundHDFC Large & Mid Cap Fund
ICICI Bank Limited6.89%3.66%
HDFC Bank Limited6.09%3.64%
Axis Bank Limited2.73%1.95%
Bharti Airtel Limited4.45%1.79%
Reliance Industries Limited1.74%1.42%
State Bank of India2.32%1.42%
Kotak Mahindra Bank Limited2.47%1.23%
Eternal Limited3.35%1.16%
Infosys Limited1.65%1.04%
Larsen & Toubro Limited2.70%0.96%

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.