ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs ADITYA BIRLA SUN LIFE FLEXI CAP FUND
ABSL vs ABSL· Portfolio Overlap Analysis
46.9%High Overlap
29 common stocksRank #13319 / 20,000
Investor takeaway: At 46.9% 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 FLEXI CA | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.22% | 6.48% | 6.48% |
HDFC Bank Limited Banks | 6.93% | 3.89% | 3.89% |
Infosys Limited IT - Software | 4.47% | 3.18% | 3.18% |
Reliance Industries Limited Petroleum Products | 4.02% | 3.16% | 3.16% |
State Bank of India Banks | 4.47% | 3.00% | 3.00% |
Hindalco Industries Limited Non - Ferrous Metals | 2.08% | 2.06% | 2.06% |
Bharti Airtel Limited Telecom - Services | 3.38% | 2.04% | 2.04% |
Godrej Consumer Products Limited Personal Products | 2.04% | 2.05% | 2.04% |
Axis Bank Limited Banks | 4.74% | 1.92% | 1.92% |
Mahindra & Mahindra Limited Automobiles | 2.72% | 1.80% | 1.80% |
Larsen & Toubro Limited Construction | 2.72% | 1.73% | 1.73% |
The Federal Bank Limited Banks | 2.49% | 1.67% | 1.67% |
Tech Mahindra Limited IT - Software | 2.11% | 1.52% | 1.52% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 2.32% | 1.10% | 1.10% |
Avenue Supermarts Limited Retailing | 1.60% | 1.10% | 1.10% |
Max Financial Services Limited Insurance | 1.16% | 1.04% | 1.04% |
Cholamandalam Investment and Finance Company Limited Finance | 1.58% | 1.02% | 1.02% |
Eternal Limited Retailing | 2.17% | 0.98% | 0.98% |
MEESHO LTD Retailing | 0.97% | 0.97% | 0.97% |
Adani Ports and Special Economic Zone Limited Transport Infrastructure | 2.57% | 0.93% | 0.93% |
Cummins India Limited Industrial Products | 2.36% | 0.84% | 0.84% |
ZF Commercial Vehicle Control Systems India Limited Auto Components | 2.01% | 0.83% | 0.83% |
Vinati Organics Limited Chemicals & Petrochemicals | 0.77% | 0.85% | 0.77% |
Persistent Systems Limited IT - Software | 0.71% | 1.27% | 0.71% |
SBFC Finance Ltd Finance | 0.62% | 0.62% | 0.62% |
Sumitomo Chemical India Limited Fertilizers & Agrochemicals | 0.69% | 0.55% | 0.55% |
Whirlpool of India Limited Consumer Durables | 0.46% | 0.53% | 0.46% |
SAI Life Sciences Ltd Pharmaceuticals & Biotechnology | 0.47% | 0.44% | 0.44% |
Aditya Birla Capital Limited Finance | 0.19% | 0.09% | 0.09% |
Unique to ADITYA BIRLA SUN LIFE ELSS TAX
- Fortis Healthcare Limited3.13%
Unique to ADITYA BIRLA SUN LIFE FLEXI CA
- Kotak Mahindra Bank Limited3.80%
- HCL Technologies Limited2.26%
- Bharat Forge Limited2.14%
Sector Overlap Breakdown
Banks17.0% (5)
IT - Software5.4% (3)
Petroleum Products3.2% (1)
Retailing3.0% (3)
Non - Ferrous Metals2.1% (1)
Telecom - Services2.0% (1)
Personal Products2.0% (1)
Automobiles1.8% (1)
Construction1.7% (1)
Finance1.7% (3)
Pharmaceuticals & Biotechnology1.5% (2)
Insurance1.0% (1)
Transport Infrastructure0.9% (1)
Industrial Products0.8% (1)
Auto Components0.8% (1)
Chemicals & Petrochemicals0.8% (1)
Fertilizers & Agrochemicals0.6% (1)
Consumer Durables0.5% (1)
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
More comparisons for ADITYA BIRLA SUN LIFE FLEXI CA
- vs ADITYA BIRLA SUN LIFE BUSINESS62.9% · 40 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA54.4% · 38 stocks
- vs ADITYA BIRLA SUN LIFE EQUITY H49.0% · 42 stocks
- vs ADITYA BIRLA SUN LIFE BALANCED47.1% · 43 stocks
- vs SBI BSE 100 ETF45.9% · 37 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.