How much do NJ ELSS Tax Saver Scheme and UTI ELSS Tax Saver Fund overlap?

They share 7 common holdings, a weighted portfolio overlap of about 9.7% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 9.7% 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

NJ ELSS Tax Saver Scheme vs UTI ELSS Tax Saver Fund

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

Weighted portfolio overlap

9.7%

Low overlap

Common

Only NJ

Only UTI

7 of 77 unique stocks in common · Jaccard: 9.1%

Common holdings

Stock	in NJ	in UTI
CoforgeIT - Software	3.91%	1.78%
Ajanta PharmaPharmaceuticals & Biotechnology	3.48%	1.75%
MphasisIT - Software	4.10%	1.50%
Polycab IndiaIndustrial Products	5.07%	1.48%
Mahanagar GasGas	3.32%	1.32%
Metropolis HealthcareHealthcare Services	5.15%	0.94%
Havells IndiaConsumer Durables	3.67%	0.93%

FAQ

How much do NJ ELSS Tax Saver Scheme and UTI ELSS Tax Saver Fund overlap?: They share 7 common holdings, a weighted portfolio overlap of about 9.7% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 9.7% 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.