ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs ADITYA BIRLA SUN LIFE FOCUSED FUND
ABSL vs ABSL· Portfolio Overlap Analysis
51.6%High Overlap
19 common stocksRank #8533 / 20,000
Investor takeaway: At 51.6% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (19)
| Stock | Wt% in ADITYA BIRLA SUN LIFE ELSS TAX | Wt% in ADITYA BIRLA SUN LIFE FOCUSED | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.22% | 6.03% | 6.03% |
Infosys Limited IT - Software | 4.47% | 5.54% | 4.47% |
State Bank of India Banks | 4.47% | 4.29% | 4.29% |
Axis Bank Limited Banks | 4.74% | 4.11% | 4.11% |
Reliance Industries Limited Petroleum Products | 4.02% | 6.10% | 4.02% |
HDFC Bank Limited Banks | 6.93% | 3.64% | 3.64% |
Bharti Airtel Limited Telecom - Services | 3.38% | 3.78% | 3.38% |
Larsen & Toubro Limited Construction | 2.72% | 4.66% | 2.72% |
Adani Ports and Special Economic Zone Limited Transport Infrastructure | 2.57% | 3.27% | 2.57% |
Mahindra & Mahindra Limited Automobiles | 2.72% | 2.50% | 2.50% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 2.32% | 2.85% | 2.32% |
Eternal Limited Retailing | 2.17% | 2.89% | 2.17% |
Tech Mahindra Limited IT - Software | 2.11% | 3.34% | 2.11% |
Hindalco Industries Limited Non - Ferrous Metals | 2.08% | 3.43% | 2.08% |
Bajaj Finance Limited Finance | 1.73% | 2.17% | 1.73% |
NTPC Limited Power | 1.46% | 3.45% | 1.46% |
UltraTech Cement Limited Cement & Cement Products | 1.25% | 1.46% | 1.25% |
Whirlpool of India Limited Consumer Durables | 0.46% | 1.36% | 0.46% |
Biocon Limited Pharmaceuticals & Biotechnology | 0.33% | 1.79% | 0.33% |
Unique to ADITYA BIRLA SUN LIFE ELSS TAX
- Fortis Healthcare Limited3.13%
Unique to ADITYA BIRLA SUN LIFE FOCUSED
- Shriram Finance Ltd3.97%
- SBI Life Insurance Company Limited3.66%
Sector Overlap Breakdown
Banks18.1% (4)
IT - Software6.6% (2)
Petroleum Products4.0% (1)
Telecom - Services3.4% (1)
Construction2.7% (1)
Pharmaceuticals & Biotechnology2.6% (2)
Transport Infrastructure2.6% (1)
Automobiles2.5% (1)
Retailing2.2% (1)
Non - Ferrous Metals2.1% (1)
Finance1.7% (1)
Power1.5% (1)
Cement & Cement Products1.3% (1)
Consumer Durables0.5% (1)
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More comparisons for ADITYA BIRLA SUN LIFE FOCUSED
- vs ADITYA BIRLA SUN LIFE LARGE CA54.2% · 22 stocks
- vs HDFC NIFTY 50 ETF53.7% · 22 stocks
- vs HDFC Nifty 50 Index53.7% · 22 stocks
- vs ICICI Prudential Nifty 50 ETF53.7% · 22 stocks
- vs Mirae Asset Nifty 50 ETF53.7% · 22 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.