ADITYA BIRLA SUN LIFE BUSINESS CYCLE FUND vs ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND
ABSL vs ABSL· Portfolio Overlap Analysis
42.6%High Overlap
23 common stocksRank #19295 / 20,000
Investor takeaway: At 42.6% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (23)
| Stock | Wt% in ADITYA BIRLA SUN LIFE BUSINESS | Wt% in ADITYA BIRLA SUN LIFE ELSS TAX | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 6.59% | 7.22% | 6.59% |
State Bank of India Banks | 4.44% | 4.47% | 4.44% |
HDFC Bank Limited Banks | 3.35% | 6.93% | 3.35% |
Reliance Industries Limited Petroleum Products | 3.32% | 4.02% | 3.32% |
Infosys Limited IT - Software | 2.94% | 4.47% | 2.94% |
Mahindra & Mahindra Limited Automobiles | 2.59% | 2.72% | 2.59% |
Bharti Airtel Limited Telecom - Services | 2.39% | 3.38% | 2.39% |
Godrej Consumer Products Limited Personal Products | 2.11% | 2.04% | 2.04% |
Tech Mahindra Limited IT - Software | 1.80% | 2.11% | 1.80% |
The Federal Bank Limited Banks | 1.62% | 2.49% | 1.62% |
Larsen & Toubro Limited Construction | 1.47% | 2.72% | 1.47% |
UltraTech Cement Limited Cement & Cement Products | 1.28% | 1.25% | 1.25% |
Axis Bank Limited Banks | 1.20% | 4.74% | 1.20% |
Eternal Limited Retailing | 1.05% | 2.17% | 1.05% |
Cholamandalam Investment and Finance Company Limited Finance | 1.01% | 1.58% | 1.01% |
Adani Power Limited Power | 0.91% | 1.00% | 0.91% |
Medi Assist Healthcare Services Ltd Insurance | 0.87% | 0.90% | 0.87% |
MEESHO LTD Retailing | 0.86% | 0.97% | 0.86% |
Go Digit General Insurance Ltd Insurance | 0.96% | 0.73% | 0.73% |
Persistent Systems Limited IT - Software | 1.30% | 0.71% | 0.71% |
SBFC Finance Ltd Finance | 1.29% | 0.62% | 0.62% |
Whirlpool of India Limited Consumer Durables | 0.77% | 0.46% | 0.46% |
SAI Life Sciences Ltd Pharmaceuticals & Biotechnology | 0.43% | 0.47% | 0.43% |
Unique to ADITYA BIRLA SUN LIFE BUSINESS
- Kotak Mahindra Bank Limited3.72%
- Jindal Steel & Power Limited2.28%
Unique to ADITYA BIRLA SUN LIFE ELSS TAX
- Fortis Healthcare Limited3.13%
Sector Overlap Breakdown
Banks17.2% (5)
IT - Software5.5% (3)
Petroleum Products3.3% (1)
Automobiles2.6% (1)
Telecom - Services2.4% (1)
Personal Products2.0% (1)
Retailing1.9% (2)
Finance1.6% (2)
Insurance1.6% (2)
Construction1.5% (1)
Cement & Cement Products1.3% (1)
Power0.9% (1)
Consumer Durables0.5% (1)
Pharmaceuticals & Biotechnology0.4% (1)
More comparisons for ADITYA BIRLA SUN LIFE BUSINESS
- vs ADITYA BIRLA SUN LIFE FLEXI CA62.9% · 40 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA47.6% · 31 stocks
- vs ADITYA BIRLA SUN LIFE BALANCED43.8% · 41 stocks
- vs ADITYA BIRLA SUN LIFE EQUITY H43.2% · 35 stocks
- vs Axis ELSS Tax Saver42.7% · 29 stocks
More comparisons for ADITYA BIRLA SUN LIFE ELSS TAX
- vs ADITYA BIRLA SUN LIFE LARGE CA59.3% · 30 stocks
- vs CANARA ROBECO FLEXICAP53.1% · 28 stocks
- vs HDFC BSE Sensex Index52.6% · 18 stocks
- vs LIC MF BSE SENSEX ETF52.6% · 18 stocks
- vs ADITYA BIRLA SUN LIFE BSE SENS52.6% · 18 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.