ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs ADITYA BIRLA SUN LIFE EQUITY HYBRID '95 FUND
ABSL vs ABSL· Portfolio Overlap Analysis
49.1%High Overlap
29 common stocksRank #11166 / 20,000
Investor takeaway: At 49.1% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (29)
| Stock | Wt% in ADITYA BIRLA SUN LIFE ELSS TAX | Wt% in ADITYA BIRLA SUN LIFE EQUITY H | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.22% | 6.55% | 6.55% |
HDFC Bank Limited Banks | 6.93% | 5.73% | 5.73% |
Reliance Industries Limited Petroleum Products | 4.02% | 3.98% | 3.98% |
Bharti Airtel Limited Telecom - Services | 3.38% | 2.99% | 2.99% |
State Bank of India Banks | 4.47% | 2.82% | 2.82% |
Infosys Limited IT - Software | 4.47% | 2.81% | 2.81% |
Axis Bank Limited Banks | 4.74% | 2.79% | 2.79% |
Larsen & Toubro Limited Construction | 2.72% | 2.41% | 2.41% |
Mahindra & Mahindra Limited Automobiles | 2.72% | 2.23% | 2.23% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 2.32% | 1.80% | 1.80% |
Bajaj Finance Limited Finance | 1.73% | 1.88% | 1.73% |
Hindalco Industries Limited Non - Ferrous Metals | 2.08% | 1.30% | 1.30% |
UltraTech Cement Limited Cement & Cement Products | 1.25% | 1.24% | 1.24% |
Eternal Limited Retailing | 2.17% | 1.12% | 1.12% |
Godrej Consumer Products Limited Personal Products | 2.04% | 1.05% | 1.05% |
Titan Company Limited Consumer Durables | 1.38% | 1.01% | 1.01% |
Cholamandalam Investment and Finance Company Limited Finance | 1.58% | 0.90% | 0.90% |
Tech Mahindra Limited IT - Software | 2.11% | 0.81% | 0.81% |
The Federal Bank Limited Banks | 2.49% | 0.80% | 0.80% |
Avenue Supermarts Limited Retailing | 1.60% | 0.79% | 0.79% |
NTPC Limited Power | 1.46% | 0.78% | 0.78% |
Max Financial Services Limited Insurance | 1.16% | 0.65% | 0.65% |
MEESHO LTD Retailing | 0.97% | 0.64% | 0.64% |
Persistent Systems Limited IT - Software | 0.71% | 0.63% | 0.63% |
Sumitomo Chemical India Limited Fertilizers & Agrochemicals | 0.69% | 0.43% | 0.43% |
Adani Power Limited Power | 1.00% | 0.42% | 0.42% |
Adani Ports and Special Economic Zone Limited Transport Infrastructure | 2.57% | 0.26% | 0.26% |
Whirlpool of India Limited Consumer Durables | 0.46% | 0.24% | 0.24% |
Aditya Birla Capital Limited Finance | 0.19% | 0.52% | 0.19% |
Unique to ADITYA BIRLA SUN LIFE ELSS TAX
- Fortis Healthcare Limited3.13%
Unique to ADITYA BIRLA SUN LIFE EQUITY H
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks18.7% (5)
IT - Software4.3% (3)
Petroleum Products4.0% (1)
Telecom - Services3.0% (1)
Finance2.8% (3)
Retailing2.5% (3)
Construction2.4% (1)
Automobiles2.2% (1)
Pharmaceuticals & Biotechnology1.8% (1)
Non - Ferrous Metals1.3% (1)
Consumer Durables1.3% (2)
Cement & Cement Products1.2% (1)
Power1.2% (2)
Personal Products1.1% (1)
Insurance0.7% (1)
Fertilizers & Agrochemicals0.4% (1)
Transport Infrastructure0.3% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.