ADITYA BIRLA SUN LIFE BUSINESS CYCLE FUND vs Axis ELSS Tax Saver Fund
ABSL vs Axis· Portfolio Overlap Analysis
42.7%High Overlap
29 common stocksRank #19277 / 20,000
Investor takeaway: At 42.7% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (29)
| Stock | Wt% in ADITYA BIRLA SUN LIFE BUSINESS | Wt% in Axis ELSS Tax Saver | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 6.59% | 7.31% | 6.59% |
HDFC Bank Limited Banks | 3.35% | 6.54% | 3.35% |
State Bank of India Banks | 4.44% | 2.99% | 2.99% |
Infosys Limited IT - Software | 2.94% | 3.38% | 2.94% |
Reliance Industries Limited Petroleum Products | 3.32% | 2.82% | 2.82% |
Mahindra & Mahindra Limited Automobiles | 2.59% | 2.61% | 2.59% |
Bharti Airtel Limited Telecom - Services | 2.39% | 3.71% | 2.39% |
Kotak Mahindra Bank Limited Banks | 3.72% | 1.92% | 1.92% |
Shriram Finance Ltd Finance | 1.72% | 1.60% | 1.60% |
Larsen & Toubro Limited Construction | 1.47% | 2.97% | 1.47% |
UltraTech Cement Limited Cement & Cement Products | 1.28% | 2.20% | 1.28% |
The Federal Bank Limited Banks | 1.62% | 1.22% | 1.22% |
Axis Bank Limited Banks | 1.20% | 1.65% | 1.20% |
Eternal Limited Retailing | 1.05% | 2.15% | 1.05% |
Sona BLW Precision Forgings Limited Auto Components | 1.47% | 1.03% | 1.03% |
Cholamandalam Investment and Finance Company Limited Finance | 1.01% | 1.96% | 1.01% |
CG Power and Industrial Solutions Limited Electrical Equipment | 0.96% | 1.67% | 0.96% |
PI Industries Litmited Fertilizers & Agrochemicals | 0.90% | 1.62% | 0.90% |
Vishal Mega Mart Ltd Retailing | 0.89% | 0.98% | 0.89% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.36% | 0.87% | 0.87% |
Schaeffler India Limited Auto Components | 1.13% | 0.61% | 0.61% |
Jindal Steel & Power Limited Ferrous Metals | 2.28% | 0.55% | 0.55% |
ICICI Lombard General Insurance Company Limited Insurance | 1.65% | 0.54% | 0.54% |
Blue Star Limited Consumer Durables | 1.43% | 0.50% | 0.50% |
Ather Energy Ltd Automobiles | 1.03% | 0.45% | 0.45% |
Persistent Systems Limited IT - Software | 1.30% | 0.36% | 0.36% |
Godrej Consumer Products Limited Personal Products | 2.11% | 0.27% | 0.27% |
Tech Mahindra Limited IT - Software | 1.80% | 0.27% | 0.27% |
MEESHO LTD Retailing | 0.86% | 0.04% | 0.04% |
Unique to ADITYA BIRLA SUN LIFE BUSINESS
All top holdings are shared with the other fund.
Unique to Axis ELSS Tax Saver
- Bajaj Finance Limited3.34%
- Pidilite Industries Limited2.25%
Sector Overlap Breakdown
Banks17.3% (6)
IT - Software3.6% (3)
Automobiles3.0% (2)
Petroleum Products2.8% (1)
Finance2.6% (2)
Telecom - Services2.4% (1)
Retailing2.0% (3)
Auto Components1.6% (2)
Construction1.5% (1)
Cement & Cement Products1.3% (1)
Electrical Equipment1.0% (1)
Fertilizers & Agrochemicals0.9% (1)
Healthcare Services0.9% (1)
Ferrous Metals0.6% (1)
Insurance0.5% (1)
Consumer Durables0.5% (1)
Personal Products0.3% (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 ADITYA BIRLA SUN LIFE ELSS TAX42.6% · 23 stocks
More comparisons for Axis ELSS Tax Saver
- vs CANARA ROBECO LARGE CAP63.5% · 40 stocks
- vs Axis Large Cap63.3% · 40 stocks
- vs CANARA ROBECO FLEXICAP60.7% · 43 stocks
- vs Parag Parikh Large Cap58.1% · 45 stocks
- vs HDFC NIFTY 100 ETF58.1% · 45 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.