Fund overlap
Axis ELSS - Tax Saver Fund vs SBI EQUITY SAVINGS 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
SBI EQUITY SAVINGS FUND
SBI EQUITY SAVINGS FUND - Direct Plan - IDCW
Open Ended Schemes(Hybrid Scheme - Equity Savings) · SBI Mutual Fund
Overlap
17.8%
- Shared holdings
- 25
- Holdings in A
- 73
- Holdings in B
- 107
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.
| Holding | Axis ELSS - Tax Saver Fund | SBI EQUITY SAVINGS FUND |
|---|---|---|
| HDFC Bank Limited | 6.09% | 5.80% |
| ICICI Bank Limited | 6.89% | 5.14% |
| Bharti Airtel Limited | 4.45% | 3.58% |
| Kotak Mahindra Bank Limited | 2.47% | 6.73% |
| UltraTech Cement Limited | 2.36% | 2.02% |
| Bajaj Finance Limited | 3.35% | 1.77% |
| Mahindra & Mahindra Limited | 2.42% | 1.76% |
| Reliance Industries Limited | 1.74% | 5.04% |
| Axis Bank Limited | 2.73% | 1.63% |
| State Bank of India | 2.32% | 1.20% |
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.