DSP ELSS Tax Saver Fund vs Shriram ELSS Tax Saver Fund
DSP vs Shriram· Portfolio Overlap Analysis
42.5%High Overlap
19 common stocksRank #19568 / 20,000
Investor takeaway: At 42.5% 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 (19)
| Stock | Wt% in DSP ELSS Tax Saver | Wt% in Shriram ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.03% | 7.23% | 7.23% |
ICICI Bank Limited Banks | 8.06% | 4.93% | 4.93% |
State Bank of India Banks | 4.57% | 4.73% | 4.57% |
Axis Bank Limited Banks | 6.23% | 3.11% | 3.11% |
Bharti Airtel Limited Telecom - Services | 2.93% | 3.81% | 2.93% |
Infosys Limited IT - Software | 3.74% | 2.79% | 2.79% |
Mahindra & Mahindra Limited Automobiles | 2.53% | 2.94% | 2.53% |
Larsen & Toubro Limited Construction | 2.26% | 2.62% | 2.26% |
NTPC Limited Power | 1.85% | 2.57% | 1.85% |
Tata Consultancy Services Limited IT - Software | 2.26% | 1.78% | 1.78% |
Bharat Petroleum Corporation Limited Petroleum Products | 1.78% | 2.01% | 1.78% |
SBI Life Insurance Company Limited Insurance | 1.34% | 1.31% | 1.31% |
ITC Limited Diversified FMCG | 1.23% | 1.85% | 1.23% |
Eternal Limited Retailing | 1.27% | 0.96% | 0.96% |
Hindustan Petroleum Corporation Limited Petroleum Products | 0.96% | 1.51% | 0.96% |
Oil India Limited Oil | 1.01% | 0.89% | 0.89% |
Coromandel International Limited Fertilizers & Agrochemicals | 0.87% | 1.34% | 0.87% |
Coforge Limited IT - Software | 1.26% | 0.40% | 0.40% |
Cohance Lifesciences Limited Pharmaceuticals & Biotechnology | 0.59% | 0.12% | 0.12% |
Unique to DSP ELSS Tax Saver
- Kotak Mahindra Bank Limited2.73%
- Samvardhana Motherson International Limited2.53%
Unique to Shriram ELSS Tax Saver
- Reliance Industries Ltd.3.16%
Sector Overlap Breakdown
Banks19.8% (4)
IT - Software5.0% (3)
Telecom - Services2.9% (1)
Petroleum Products2.7% (2)
Automobiles2.5% (1)
Construction2.3% (1)
Power1.9% (1)
Insurance1.3% (1)
Diversified FMCG1.2% (1)
Retailing1.0% (1)
Oil0.9% (1)
Fertilizers & Agrochemicals0.9% (1)
Pharmaceuticals & Biotechnology0.1% (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 Shriram ELSS Tax Saver
- vs Shriram Flexi Cap96.1% · 70 stocks
- vs Shriram Balanced Advantage54.1% · 43 stocks
- vs Kotak Large Cap53.4% · 25 stocks
- vs Shriram Aggressive Hybrid53.3% · 47 stocks
- vs EDELWEISS LARGE CAP53.0% · 31 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.