Fund overlap
UTI ELSS Tax Saver Fund vs Kotak Business Cycle Fund
Fund A
UTI ELSS Tax Saver Fund
UTI ELSS Tax Saver Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - ELSS) · UTI Mutual Fund
Fund B
Kotak Business Cycle Fund
Kotak Business Cycle Fund - Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) · Kotak Mahindra Mutual Fund
Overlap
18.7%
- Shared holdings
- 17
- Holdings in A
- 62
- Holdings in B
- 53
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 17 shared holdings, ordered by the smaller of the two weights.
| Holding | UTI ELSS Tax Saver Fund | Kotak Business Cycle Fund |
|---|---|---|
| ICICI BANK LTD | 7.11% | 7.69% |
| AXIS BANK LTD. | 3.70% | 3.67% |
| HDFC BANK LIMITED | 8.11% | 2.62% |
| MAHINDRA & MAHINDRA LTD. | 2.49% | 1.86% |
| MARUTI SUZUKI INDIA LTD. | 1.84% | 2.09% |
| ASTER DM QUALITY CARE LIMITED | 1.66% | 3.37% |
| ETERNAL LIMITED | 1.48% | 4.05% |
| MPHASIS LTD | 1.49% | 1.46% |
| BRIGADE ENTERPRISES LTD. | 1.50% | 1.40% |
| INFOSYS LTD. | 2.44% | 1.39% |
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.