How much do IB11-Groww ELSS Tax Saver Fund and UTI ELSS Tax Saver Fund overlap?

They share 22 common holdings, a weighted portfolio overlap of about 38.42% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 38.42% 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

IB11-Groww ELSS Tax Saver Fund vs UTI ELSS Tax Saver Fund

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

Weighted portfolio overlap

38.42%

Moderate overlap

Common

Only IB11-Groww

Only UTI

22 of 105 unique stocks in common · Jaccard: 21%

Common holdings

Stock	in IB11-Groww	in UTI
HDFC BankBanks	7.74%	8.16%
ICICI BankBanks	5.32%	6.47%
Reliance IndustriesPetroleum Products	4.72%	2.82%
Bharti AirtelTelecom - Services	2.60%	4.30%
InfosysIT - Software	2.13%	2.73%
State Bank of IndiaBanks	2.12%	2.27%
Maruti Suzuki IndiaAutomobiles	2.52%	1.96%
Axis BankBanks	1.81%	3.88%
Bajaj FinanceFinance	1.75%	2.67%
Eicher MotorsAutomobiles	2.02%	1.48%
Endurance TechnologiesAuto Components	1.90%	1.20%
EternalRetailing	2.21%	1.11%
Bharat ElectronicsAerospace & Defense	1.04%	1.27%
Aster DM HealthcareHealthcare Services	0.94%	1.66%
NTPCPower	0.87%	1.05%
Tata SteelFerrous Metals	0.83%	2.39%
Coal IndiaConsumable Fuels	0.83%	1.21%
Mahindra & MahindraAutomobiles	0.70%	2.24%
Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology	0.34%	1.27%
Kajaria CeramicsConsumer Durables	0.34%	0.87%
Power Grid Corporation of IndiaPower	0.25%	1.13%
Cholamandalam Investment and Finance CompanyFinance	0.25%	1.36%

FAQ

How much do IB11-Groww ELSS Tax Saver Fund and UTI ELSS Tax Saver Fund overlap?: They share 22 common holdings, a weighted portfolio overlap of about 38.42% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 38.42% 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.