Fund overlap
Axis ELSS - Tax Saver Fund vs Kotak Focused 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
Kotak Focused Fund
Kotak Focused Fund - Direct Plan - Growth option
Open Ended Schemes(Equity Scheme - Focused Fund) · Kotak Mahindra Mutual Fund
Overlap
22.9%
- Shared holdings
- 16
- 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 16 shared holdings, ordered by the smaller of the two weights.
| Holding | Axis ELSS - Tax Saver Fund | Kotak Focused Fund |
|---|---|---|
| ICICI Bank Limited | 6.89% | 6.89% |
| HDFC Bank Limited | 6.09% | 5.73% |
| Bharti Airtel Limited | 4.45% | 4.17% |
| Eternal Limited | 3.35% | 5.41% |
| Divi's Laboratories Limited | 2.74% | 3.86% |
| Larsen & Toubro Limited | 2.70% | 2.36% |
| UltraTech Cement Limited | 2.36% | 2.60% |
| State Bank of India | 2.32% | 4.90% |
| Reliance Industries Limited | 1.74% | 3.51% |
| InterGlobe Aviation Limited | 1.46% | 2.88% |
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.