Fund overlap
Axis ELSS - Tax Saver Fund vs UTI BSE Sensex ETF
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 BSE Sensex ETF
UTI BSE Sensex ETF - Direct Plan
Open Ended Schemes(Exchange Traded Funds (ETFs) - Equity ETF) · UTI Mutual Fund
Overlap
32.9%
- Shared holdings
- 20
- Holdings in A
- 73
- Holdings in B
- 30
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 20 shared holdings, ordered by the smaller of the two weights.
| Holding | Axis ELSS - Tax Saver Fund | UTI BSE Sensex ETF |
|---|---|---|
| ICICI Bank Limited | 6.89% | 11.03% |
| HDFC Bank Limited | 6.09% | 12.59% |
| Bharti Airtel Limited | 4.45% | 6.38% |
| Bajaj Finance Limited | 3.35% | 2.99% |
| Axis Bank Limited | 2.73% | 4.08% |
| Larsen & Toubro Limited | 2.70% | 5.11% |
| Eternal Limited | 3.35% | 2.69% |
| Kotak Mahindra Bank Limited | 2.47% | 3.57% |
| Mahindra & Mahindra Limited | 2.42% | 3.07% |
| State Bank of India | 2.32% | 4.64% |
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.