DSP ELSS Tax Saver Fund vs ICICI Prudential Value Fund

DSP vs ICICI· Portfolio Overlap Analysis

45.7%High Overlap
23 common stocksRank #14953 / 20,000

Investor takeaway: At 45.7% 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)

StockWt% in DSP ELSS Tax SaverWt% in ICICI Prudential ValueOverlap
ICICI Bank Limited
Banks
8.06%8.71%8.06%
HDFC Bank Limited
Banks
8.03%8.05%8.03%
Infosys Limited
IT - Software
3.74%5.93%3.74%
Axis Bank Limited
Banks
6.23%3.13%3.13%
State Bank of India
Banks
4.57%2.37%2.37%
Tata Consultancy Services Limited
IT - Software
2.26%4.01%2.26%
Larsen & Toubro Limited
Construction
2.26%1.92%1.92%
NTPC Limited
Power
1.85%3.15%1.85%
Bharti Airtel Limited
Telecom - Services
2.93%1.65%1.65%
Hindustan Unilever Limited
Diversified FMCG
1.55%3.03%1.55%
Kotak Mahindra Bank Limited
Banks
2.73%1.53%1.53%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.41%4.44%1.41%
SBI Life Insurance Company Limited
Insurance
1.34%2.76%1.34%
Cipla Limited
Pharmaceuticals & Biotechnology
1.46%1.24%1.24%
ITC Limited
Diversified FMCG
1.23%5.19%1.23%
Bharat Petroleum Corporation Limited
Petroleum Products
1.78%1.02%1.02%
Tata Motors Limited
Agricultural, Commercial & Construction Vehicles
0.94%1.45%0.94%
Asian Paints Limited
Consumer Durables
1.26%0.78%0.78%
Gujarat State Petronet Limited
Gas
0.64%0.49%0.49%
UltraTech Cement Limited
Cement & Cement Products
1.11%0.42%0.42%
GAIL (India) Limited
Gas
1.40%0.32%0.32%
Container Corporation of India Limited
Transport Services
0.60%0.29%0.29%
Cohance Lifesciences Limited
Pharmaceuticals & Biotechnology
0.59%0.17%0.17%

Unique to DSP ELSS Tax Saver

  • Mahindra & Mahindra Limited2.53%
  • Samvardhana Motherson International Limited2.53%

Unique to ICICI Prudential Value

  • Reliance Industries Ltd.6.13%

Sector Overlap Breakdown

Banks
23.1% (5)
IT - Software
6.0% (2)
Pharmaceuticals & Biotechnology
2.8% (3)
Diversified FMCG
2.8% (2)
Construction
1.9% (1)
Power
1.9% (1)
Telecom - Services
1.6% (1)
Insurance
1.3% (1)
Petroleum Products
1.0% (1)
Agricultural, Commercial & Construction Vehicles
0.9% (1)
Gas
0.8% (2)
Consumer Durables
0.8% (1)
Cement & Cement Products
0.4% (1)
Transport Services
0.3% (1)

More comparisons for DSP ELSS Tax Saver

More comparisons for ICICI Prudential Value

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