Fund overlap

Axis ELSS - Tax Saver Fund vs Axis 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

Axis Flexi Cap Fund

Axis Flexi Cap Fund - Direct Plan - Growth Option

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

Overlap

33.2%

Shared holdings
34
Holdings in A
73
Holdings in B
68

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

HoldingAxis ELSS - Tax Saver FundAxis Flexi Cap Fund
ICICI Bank Limited6.89%7.52%
Bajaj Finance Limited3.35%4.08%
Eternal Limited3.35%4.56%
Axis Bank Limited2.73%3.07%
Mahindra & Mahindra Limited2.42%2.42%
State Bank of India2.32%3.04%
HDFC Bank Limited6.09%2.23%
Bharti Airtel Limited4.45%2.14%
Cholamandalam Investment and Finance Company Ltd2.25%1.98%
Clearing Corporation of India Ltd1.66%8.83%

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.