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

They share 18 common holdings, a weighted portfolio overlap of about 44.64% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 44.64% 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 UTI ELSS Tax Saver Fund

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

Weighted portfolio overlap

44.64%

Moderate overlap

Common

Only Franklin

Only UTI

18 of 87 unique stocks in common · Jaccard: 20.7%

Common holdings

Stock	in Franklin	in UTI
HDFC BankBanks	8.04%	8.16%
ICICI BankBanks	6.86%	6.47%
Axis BankBanks	5.28%	3.88%
Bharti AirtelTelecom - Services	3.21%	4.30%
Kotak Mahindra BankBanks	3.17%	3.96%
Reliance IndustriesPetroleum Products	3.22%	2.82%
InfosysIT - Software	3.67%	2.73%
State Bank of IndiaBanks	4.52%	2.27%
Mahindra & MahindraAutomobiles	2.81%	2.24%
Tata SteelFerrous Metals	1.73%	2.39%
Tube Investments of IndiaAuto Components	1.76%	1.62%
Cholamandalam Investment and Finance CompanyFinance	1.36%	1.36%
Bharat ElectronicsAerospace & Defense	2.69%	1.27%
EternalRetailing	3.11%	1.11%
NTPCPower	2.23%	1.05%
PI IndustriesFertilizers & Agrochemicals	0.59%	0.71%
Bharat Petroleum CorporationPetroleum Products	0.59%	0.70%
Jubilant FoodworksLeisure Services	0.48%	1.51%

FAQ

How much do Franklin India ELSS Tax Saver Fund ^ and UTI ELSS Tax Saver Fund overlap?: They share 18 common holdings, a weighted portfolio overlap of about 44.64% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 44.64% 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.