DSP ELSS Tax Saver Fund vs SBI ELSS Tax Saver Fund
DSP vs SBI· Portfolio Overlap Analysis
42.9%High Overlap
22 common stocksRank #18962 / 20,000
Investor takeaway: At 42.9% 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)
| Stock | Wt% in DSP ELSS Tax Saver | Wt% in SBI ELSS Tax Saver | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.06% | 7.74% | 7.74% |
State Bank of India Banks | 4.57% | 4.61% | 4.57% |
HDFC Bank Limited Banks | 8.03% | 4.44% | 4.44% |
Axis Bank Limited Banks | 6.23% | 4.29% | 4.29% |
Kotak Mahindra Bank Limited Banks | 2.73% | 4.23% | 2.73% |
Mahindra & Mahindra Limited Automobiles | 2.53% | 2.66% | 2.53% |
Infosys Limited IT - Software | 3.74% | 2.05% | 2.05% |
Bharti Airtel Limited Telecom - Services | 2.93% | 1.79% | 1.79% |
Bharat Petroleum Corporation Limited Petroleum Products | 1.78% | 1.55% | 1.55% |
Tata Consultancy Services Limited IT - Software | 2.26% | 1.52% | 1.52% |
Cipla Limited Pharmaceuticals & Biotechnology | 1.46% | 2.56% | 1.46% |
GAIL (India) Limited Gas | 1.40% | 1.40% | 1.40% |
Asian Paints Limited Consumer Durables | 1.26% | 1.18% | 1.18% |
Petronet LNG Limited Gas | 1.28% | 1.15% | 1.15% |
Tata Motors Limited Agricultural, Commercial & Construction Vehicles | 0.94% | 1.25% | 0.94% |
Bharat Forge Limited Auto Components | 1.05% | 0.87% | 0.87% |
ITC Limited Diversified FMCG | 1.23% | 0.63% | 0.63% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.41% | 0.52% | 0.52% |
Cholamandalam Investment and Finance Company Limited Finance | 0.72% | 0.48% | 0.48% |
Gujarat State Petronet Limited Gas | 0.64% | 0.44% | 0.44% |
Niva Bupa Health Insurance Company Limited Insurance | 0.76% | 0.38% | 0.38% |
ACC Limited Cement & Cement Products | 0.44% | 0.25% | 0.25% |
Unique to DSP ELSS Tax Saver
- Samvardhana Motherson International Limited2.53%
Unique to SBI ELSS Tax Saver
- Reliance Industries Ltd.4.89%
- Tata Steel Ltd.4.09%
- Torrent Power Ltd.2.73%
Sector Overlap Breakdown
Banks23.8% (5)
IT - Software3.6% (2)
Gas3.0% (3)
Automobiles2.5% (1)
Pharmaceuticals & Biotechnology2.0% (2)
Telecom - Services1.8% (1)
Petroleum Products1.6% (1)
Consumer Durables1.2% (1)
Agricultural, Commercial & Construction Vehicles0.9% (1)
Auto Components0.9% (1)
Diversified FMCG0.6% (1)
Finance0.5% (1)
Insurance0.4% (1)
Cement & Cement Products0.3% (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 SBI ELSS Tax Saver
- vs ADITYA BIRLA SUN LIFE LARGE CA46.4% · 27 stocks
- vs SBI Large Cap46.0% · 24 stocks
- vs Kotak Large Cap46.0% · 24 stocks
- vs Baroda BNP Paribas Nifty 50 In45.5% · 23 stocks
- vs HDFC NIFTY 50 ETF45.5% · 23 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.