DSP ELSS Tax Saver Fund vs Franklin India ELSS Tax Saver Fund

DSP vs Franklin· Portfolio Overlap Analysis

45.0%High Overlap
14 common stocksRank #16051 / 20,000

Investor takeaway: At 45.0% 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 (14)

StockWt% in DSP ELSS Tax SaverWt% in Franklin India ELSS Tax SaverOverlap
HDFC Bank Limited
Banks
8.03%9.04%8.03%
ICICI Bank Limited
Banks
8.06%7.10%7.10%
Axis Bank Limited
Banks
6.23%5.35%5.35%
State Bank of India
Banks
4.57%5.31%4.57%
Infosys Limited
IT - Software
3.74%3.81%3.74%
Bharti Airtel Limited
Telecom - Services
2.93%3.50%2.93%
Kotak Mahindra Bank Limited
Banks
2.73%3.23%2.73%
Mahindra & Mahindra Limited
Automobiles
2.53%2.75%2.53%
Larsen & Toubro Limited
Construction
2.26%5.90%2.26%
NTPC Limited
Power
1.85%2.13%1.85%
Eternal Limited
Retailing
1.27%2.88%1.27%
Tata Capital Limited
Finance
1.38%1.02%1.02%
Cipla Limited
Pharmaceuticals & Biotechnology
1.46%0.89%0.89%
Cholamandalam Investment and Finance Company Limited
Finance
0.72%1.44%0.72%

Unique to DSP ELSS Tax Saver

  • Samvardhana Motherson International Limited2.53%
  • Tata Consultancy Services Limited2.26%

Unique to Franklin India ELSS Tax Saver

  • Reliance Industries Ltd3.20%
  • HCL Technologies Ltd3.17%

Sector Overlap Breakdown

Banks
27.8% (5)
IT - Software
3.7% (1)
Telecom - Services
2.9% (1)
Automobiles
2.5% (1)
Construction
2.3% (1)
Power
1.9% (1)
Finance
1.7% (2)
Retailing
1.3% (1)
Pharmaceuticals & Biotechnology
0.9% (1)

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