DSP ELSS Tax Saver Fund vs IB11-Groww ELSS Tax Saver Fund

DSP vs Groww· Portfolio Overlap Analysis

46.2%High Overlap
22 common stocksRank #14362 / 20,000

Investor takeaway: At 46.2% 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 (22)

StockWt% in DSP ELSS Tax SaverWt% in IB11-Groww ELSS Tax SaverOverlap
HDFC Bank Limited
Banks
8.03%8.05%8.03%
ICICI Bank Limited
Banks
8.06%5.75%5.75%
State Bank of India
Banks
4.57%3.53%3.53%
Bharti Airtel Limited
Telecom - Services
2.93%3.23%2.93%
Axis Bank Limited
Banks
6.23%2.60%2.60%
Infosys Limited
IT - Software
3.74%2.49%2.49%
Mahindra & Mahindra Limited
Automobiles
2.53%2.35%2.35%
Larsen & Toubro Limited
Construction
2.26%3.35%2.26%
Kotak Mahindra Bank Limited
Banks
2.73%2.23%2.23%
Shriram Finance Limited
Finance
1.63%1.36%1.36%
Hindustan Unilever Limited
Diversified FMCG
1.55%1.29%1.29%
AU Small Finance Bank Limited
Banks
1.29%1.34%1.29%
ITC Limited
Diversified FMCG
1.23%1.54%1.23%
Fortis Healthcare Limited
Healthcare Services
1.23%1.22%1.22%
Eternal Limited
Retailing
1.27%1.15%1.15%
Tata Consultancy Services Limited
IT - Software
2.26%1.08%1.08%
Bharat Forge Limited
Auto Components
1.05%1.26%1.05%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.41%1.04%1.04%
Max Financial Services Limited
Insurance
1.93%1.00%1.00%
UltraTech Cement Limited
Cement & Cement Products
1.11%1.00%1.00%
NTPC Limited
Power
1.85%0.70%0.70%
Hindustan Petroleum Corporation Limited
Petroleum Products
0.96%0.58%0.58%

Unique to DSP ELSS Tax Saver

  • Samvardhana Motherson International Limited2.53%

Unique to IB11-Groww ELSS Tax Saver

  • Reliance Industries Limited5.46%

Sector Overlap Breakdown

Banks
23.4% (6)
IT - Software
3.6% (2)
Telecom - Services
2.9% (1)
Diversified FMCG
2.5% (2)
Automobiles
2.4% (1)
Construction
2.3% (1)
Finance
1.4% (1)
Healthcare Services
1.2% (1)
Retailing
1.1% (1)
Auto Components
1.1% (1)
Pharmaceuticals & Biotechnology
1.0% (1)
Insurance
1.0% (1)
Cement & Cement Products
1.0% (1)
Power
0.7% (1)
Petroleum Products
0.6% (1)

More comparisons for DSP ELSS Tax Saver

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