Fund overlap

Axis ELSS - Tax Saver Fund vs Axis 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

Axis Large & Mid Cap Fund

Axis Large & Mid Cap Fund - Direct Plan - IDCW Option

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

Overlap

35.3%

Shared holdings
47
Holdings in A
73
Holdings in B
106

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

HoldingAxis ELSS - Tax Saver FundAxis Large & Mid Cap Fund
ICICI Bank Limited6.89%4.43%
HDFC Bank Limited6.09%3.38%
Divi's Laboratories Limited2.74%2.76%
Eternal Limited3.35%2.68%
Bharti Airtel Limited4.45%2.28%
Axis Bank Limited2.73%2.03%
Reliance Industries Limited1.74%2.19%
Larsen & Toubro Limited2.70%1.68%
Clearing Corporation of India Ltd1.66%2.53%
Sona BLW Precision Forgings Limited1.56%2.44%

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.