DSP ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund
DSP vs Kotak· Portfolio Overlap Analysis
42.6%High Overlap
18 common stocksRank #19425 / 20,000
Investor takeaway: At 42.6% 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 (18)
| Stock | Wt% in DSP ELSS Tax Saver | Wt% in Kotak ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.03% | 8.38% | 8.03% |
ICICI Bank Limited Banks | 8.06% | 4.99% | 4.99% |
State Bank of India Banks | 4.57% | 5.96% | 4.57% |
Bharti Airtel Limited Telecom - Services | 2.93% | 3.60% | 2.93% |
Infosys Limited IT - Software | 3.74% | 2.82% | 2.82% |
Larsen & Toubro Limited Construction | 2.26% | 2.60% | 2.26% |
Axis Bank Limited Banks | 6.23% | 2.18% | 2.18% |
Mahindra & Mahindra Limited Automobiles | 2.53% | 1.87% | 1.87% |
NTPC Limited Power | 1.85% | 2.81% | 1.85% |
Bharat Petroleum Corporation Limited Petroleum Products | 1.78% | 2.43% | 1.78% |
Kotak Mahindra Bank Limited Banks | 2.73% | 1.47% | 1.47% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.41% | 2.05% | 1.41% |
Eternal Limited Retailing | 1.27% | 2.33% | 1.27% |
Jindal Steel Limited Ferrous Metals | 1.21% | 1.96% | 1.21% |
UltraTech Cement Limited Cement & Cement Products | 1.11% | 1.90% | 1.11% |
Indus Towers Limited Telecom - Services | 1.60% | 1.00% | 1.00% |
Hindustan Petroleum Corporation Limited Petroleum Products | 0.96% | 2.59% | 0.96% |
Coromandel International Limited Fertilizers & Agrochemicals | 0.87% | 1.01% | 0.87% |
Unique to DSP ELSS Tax Saver
- Samvardhana Motherson International Limited2.53%
- Tata Consultancy Services Limited2.26%
Unique to Kotak ELSS Tax Saver
- Tech Mahindra Ltd.2.88%
- Hero MotoCorp Ltd.2.70%
- Britannia Industries Ltd.2.69%
Sector Overlap Breakdown
Banks21.2% (5)
Telecom - Services3.9% (2)
IT - Software2.8% (1)
Petroleum Products2.7% (2)
Construction2.3% (1)
Automobiles1.9% (1)
Power1.9% (1)
Pharmaceuticals & Biotechnology1.4% (1)
Retailing1.3% (1)
Ferrous Metals1.2% (1)
Cement & Cement Products1.1% (1)
Fertilizers & Agrochemicals0.9% (1)
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
More comparisons for Kotak ELSS Tax Saver
- vs Kotak Large & Midcap57.2% · 34 stocks
- vs Kotak ESG Exclusionary Strateg55.2% · 25 stocks
- vs Kotak Contra54.6% · 30 stocks
- vs Kotak Large Cap54.5% · 27 stocks
- vs Kotak Flexicap51.0% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.