Axis Value Fund vs DSP ELSS Tax Saver Fund

Axis vs DSP· Portfolio Overlap Analysis

45.1%High Overlap
27 common stocksRank #15909 / 20,000

Investor takeaway: At 45.1% 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 (27)

StockWt% in Axis ValueWt% in DSP ELSS Tax SaverOverlap
ICICI Bank Limited
Banks
6.11%8.06%6.11%
HDFC Bank Limited
Banks
6.00%8.03%6.00%
State Bank of India
Banks
3.90%4.57%3.90%
Bharti Airtel Limited
Telecom - Services
2.65%2.93%2.65%
Infosys Limited
IT - Software
2.60%3.74%2.60%
Larsen & Toubro Limited
Construction
2.42%2.26%2.26%
Mahindra & Mahindra Limited
Automobiles
2.21%2.53%2.21%
NTPC Limited
Power
2.62%1.85%1.85%
Shriram Finance Limited
Finance
2.21%1.63%1.63%
Kotak Mahindra Bank Limited
Banks
1.51%2.73%1.51%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.84%1.41%1.41%
Fortis Healthcare Limited
Healthcare Services
1.45%1.23%1.23%
Bharat Petroleum Corporation Limited
Petroleum Products
1.18%1.78%1.18%
UltraTech Cement Limited
Cement & Cement Products
1.33%1.11%1.11%
Jindal Steel Limited
Ferrous Metals
1.02%1.21%1.02%
SBI Life Insurance Company Limited
Insurance
0.95%1.34%0.95%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
1.16%0.94%0.94%
Indus Towers Limited
Telecom - Services
0.91%1.60%0.91%
Tata Capital Limited
Finance
0.89%1.38%0.89%
PNB Housing Finance Limited
Finance
0.87%1.11%0.87%
Sansera Engineering Limited
Auto Components
0.84%0.98%0.84%
Cholamandalam Investment and Finance Company Ltd
Finance
0.79%0.72%0.72%
Tata Consultancy Services Limited
IT - Software
0.67%2.26%0.67%
Samvardhana Motherson International Limited
Auto Components
0.55%2.53%0.55%
ITC Limited
Diversified FMCG
0.53%1.23%0.53%
Coforge Limited
IT - Software
0.38%1.26%0.38%
Cipla Limited
Pharmaceuticals & Biotechnology
0.19%1.46%0.19%

Unique to Axis Value

  • Reliance Industries Limited4.25%

Unique to DSP ELSS Tax Saver

  • Axis Bank Limited6.23%

Sector Overlap Breakdown

Banks
17.5% (4)
Finance
4.1% (4)
IT - Software
3.6% (3)
Telecom - Services
3.6% (2)
Construction
2.3% (1)
Automobiles
2.2% (1)
Power
1.9% (1)
Pharmaceuticals & Biotechnology
1.6% (2)
Auto Components
1.4% (2)
Healthcare Services
1.2% (1)
Petroleum Products
1.2% (1)
Cement & Cement Products
1.1% (1)
Ferrous Metals
1.0% (1)
Insurance
0.9% (1)
Agricultural, Commercial & Construction Vehicles
0.9% (1)
Diversified FMCG
0.5% (1)

More comparisons for Axis Value

More comparisons for DSP ELSS Tax Saver

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.