Axis ELSS Tax Saver Fund vs DSP ELSS Tax Saver Fund
Axis vs DSP· Portfolio Overlap Analysis
43.4%High Overlap
23 common stocksRank #18390 / 20,000
Investor takeaway: At 43.4% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (23)
| Stock | Wt% in Axis ELSS Tax Saver | Wt% in DSP ELSS Tax Saver | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.31% | 8.06% | 7.31% |
HDFC Bank Limited Banks | 6.54% | 8.03% | 6.54% |
Infosys Limited IT - Software | 3.38% | 3.74% | 3.38% |
State Bank of India Banks | 2.99% | 4.57% | 2.99% |
Bharti Airtel Limited Telecom - Services | 3.71% | 2.93% | 2.93% |
Mahindra & Mahindra Limited Automobiles | 2.61% | 2.53% | 2.53% |
Larsen & Toubro Limited Construction | 2.97% | 2.26% | 2.26% |
Kotak Mahindra Bank Limited Banks | 1.92% | 2.73% | 1.92% |
Tata Consultancy Services Limited IT - Software | 1.67% | 2.26% | 1.67% |
Axis Bank Limited Banks | 1.65% | 6.23% | 1.65% |
Shriram Finance Limited Finance | 1.60% | 1.63% | 1.60% |
Eternal Limited Retailing | 2.15% | 1.27% | 1.27% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.23% | 1.41% | 1.23% |
UltraTech Cement Limited Cement & Cement Products | 2.20% | 1.11% | 1.11% |
Hindustan Unilever Limited Diversified FMCG | 1.02% | 1.55% | 1.02% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 0.91% | 0.94% | 0.91% |
Fortis Healthcare Limited Healthcare Services | 0.74% | 1.23% | 0.74% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.96% | 0.72% | 0.72% |
Jindal Steel Limited Ferrous Metals | 0.55% | 1.21% | 0.55% |
Coromandel International Limited Fertilizers & Agrochemicals | 0.41% | 0.87% | 0.41% |
Samvardhana Motherson International Limited Auto Components | 0.37% | 2.53% | 0.37% |
ITC Limited Diversified FMCG | 0.24% | 1.23% | 0.24% |
Crompton Greaves Consumer Electricals Limited Consumer Durables | 0.01% | 0.80% | 0.01% |
Unique to Axis ELSS Tax Saver
- Bajaj Finance Limited3.34%
- Reliance Industries Limited2.82%
- Pidilite Industries Limited2.25%
Unique to DSP ELSS Tax Saver
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks20.4% (5)
IT - Software5.0% (2)
Telecom - Services2.9% (1)
Automobiles2.5% (1)
Finance2.3% (2)
Construction2.3% (1)
Retailing1.3% (1)
Diversified FMCG1.3% (2)
Pharmaceuticals & Biotechnology1.2% (1)
Cement & Cement Products1.1% (1)
Agricultural, Commercial & Construction Vehicles0.9% (1)
Healthcare Services0.7% (1)
Ferrous Metals0.6% (1)
Fertilizers & Agrochemicals0.4% (1)
Auto Components0.4% (1)
Consumer Durables0.0% (1)
More comparisons for Axis ELSS Tax Saver
- vs CANARA ROBECO LARGE CAP63.5% · 40 stocks
- vs Axis Large Cap63.3% · 40 stocks
- vs CANARA ROBECO FLEXICAP60.7% · 43 stocks
- vs Parag Parikh Large Cap58.1% · 45 stocks
- vs HDFC NIFTY 100 ETF58.1% · 45 stocks
More comparisons for DSP ELSS Tax Saver
- vs DSP Large & Mid Cap75.0% · 55 stocks
- vs DSP Flexi Cap57.6% · 34 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA52.6% · 25 stocks
- vs Baroda BNP Paribas Nifty 50 In52.2% · 20 stocks
- vs LIC MF NIFTY 50 ETF52.1% · 20 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.