How much do Franklin India ELSS Tax Saver Fund ^ and Tata ELSS Fund overlap?

They share 17 common holdings, a weighted portfolio overlap of about 37.31% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 37.31% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

Franklin India ELSS Tax Saver Fund ^ vs Tata ELSS Fund

Franklin Templeton MF · ELSS (Tax Saver)Tata MF · ELSS (Tax Saver)· as on May 2026

Weighted portfolio overlap

37.31%

Moderate overlap

Common

Only Franklin

Only Tata

17 of 90 unique stocks in common · Jaccard: 18.9%

Common holdings

Stock	in Franklin	in Tata
ICICI BankBanks	6.86%	5.70%
HDFC BankBanks	8.04%	5.52%
State Bank of IndiaBanks	4.52%	4.36%
Reliance IndustriesPetroleum Products	3.22%	3.95%
Bharti AirtelTelecom - Services	3.21%	5.78%
Larsen & ToubroConstruction	4.84%	3.18%
NTPCPower	2.23%	2.96%
InfosysIT - Software	3.67%	2.10%
Hindalco IndustriesNon - Ferrous Metals	1.36%	1.85%
Bharat ElectronicsAerospace & Defense	2.69%	1.21%
PB FintechFinancial Technology (Fintech)	1.17%	2.51%
EternalRetailing	3.11%	1.13%
HCL TechnologiesIT - Software	2.97%	1.11%
Interglobe AviationTransport Services	1.37%	0.83%
Tata SteelFerrous Metals	1.73%	0.43%
Tata CapitalFinance	0.99%	0.29%
Bharat Petroleum CorporationPetroleum Products	0.59%	0.26%

FAQ

How much do Franklin India ELSS Tax Saver Fund ^ and Tata ELSS Fund overlap?: They share 17 common holdings, a weighted portfolio overlap of about 37.31% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 37.31% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

Weighted overlap = Σ min(weight in fund A, weight in fund B) across shared stocks, from each fund's latest public monthly portfolio (as on May 2026). Equity holdings only, ISIN-verified. Not investment advice.