DSP ELSS Tax Saver Fund vs LIC MF NIFTY 50 ETF

DSP vs LIC· Portfolio Overlap Analysis

52.1%High Overlap
20 common stocksRank #8070 / 20,000

Investor takeaway: At 52.1% 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 (20)

StockWt% in DSP ELSS Tax SaverWt% in LIC MF NIFTY 50 ETFOverlap
ICICI Bank Limited
Banks
8.06%8.58%8.06%
HDFC Bank Limited
Banks
8.03%11.82%8.03%
State Bank of India
Banks
4.57%4.35%4.35%
Infosys Limited
IT - Software
3.74%3.96%3.74%
Axis Bank Limited
Banks
6.23%3.45%3.45%
Bharti Airtel Limited
Telecom - Services
2.93%4.56%2.93%
Kotak Mahindra Bank Limited
Banks
2.73%2.66%2.66%
Mahindra & Mahindra Limited
Automobiles
2.53%2.64%2.53%
Tata Consultancy Services Limited
IT - Software
2.26%2.34%2.26%
Larsen & Toubro Limited
Construction
2.26%4.37%2.26%
NTPC Limited
Power
1.85%1.58%1.58%
Hindustan Unilever Limited
Diversified FMCG
1.55%1.80%1.55%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.41%1.59%1.41%
Shriram Finance Limited
Finance
1.63%1.32%1.32%
Eternal Limited
Retailing
1.27%1.54%1.27%
ITC Limited
Diversified FMCG
1.23%2.63%1.23%
UltraTech Cement Limited
Cement & Cement Products
1.11%1.31%1.11%
Asian Paints Limited
Consumer Durables
1.26%0.94%0.94%
SBI Life Insurance Company Limited
Insurance
1.34%0.79%0.79%
Cipla Limited
Pharmaceuticals & Biotechnology
1.46%0.67%0.67%

Unique to DSP ELSS Tax Saver

  • Samvardhana Motherson International Limited2.53%

Unique to LIC MF NIFTY 50 ETF

  • Reliance Industries Ltd.8.19%

Sector Overlap Breakdown

Banks
26.6% (5)
IT - Software
6.0% (2)
Telecom - Services
2.9% (1)
Diversified FMCG
2.8% (2)
Automobiles
2.5% (1)
Construction
2.3% (1)
Pharmaceuticals & Biotechnology
2.1% (2)
Power
1.6% (1)
Finance
1.3% (1)
Retailing
1.3% (1)
Cement & Cement Products
1.1% (1)
Consumer Durables
0.9% (1)
Insurance
0.8% (1)

More comparisons for DSP ELSS Tax Saver

More comparisons for LIC MF NIFTY 50 ETF

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