ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs ADITYA BIRLA SUN LIFE LARGE CAP FUND

ABSL vs ABSL· Portfolio Overlap Analysis

59.3%High Overlap
30 common stocksRank #5346 / 20,000

Investor takeaway: At 59.3% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (30)

StockWt% in ADITYA BIRLA SUN LIFE ELSS TAXWt% in ADITYA BIRLA SUN LIFE LARGE CAOverlap
ICICI Bank Limited
Banks
7.22%7.49%7.22%
HDFC Bank Limited
Banks
6.93%7.25%6.93%
Infosys Limited
IT - Software
4.47%4.32%4.32%
Axis Bank Limited
Banks
4.74%4.24%4.24%
State Bank of India
Banks
4.47%4.06%4.06%
Reliance Industries Limited
Petroleum Products
4.02%4.77%4.02%
Bharti Airtel Limited
Telecom - Services
3.38%3.52%3.38%
Larsen & Toubro Limited
Construction
2.72%3.98%2.72%
Mahindra & Mahindra Limited
Automobiles
2.72%3.42%2.72%
Eternal Limited
Retailing
2.17%1.83%1.83%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
2.32%1.76%1.76%
Hindalco Industries Limited
Non - Ferrous Metals
2.08%1.55%1.55%
Godrej Consumer Products Limited
Personal Products
2.04%1.52%1.52%
Bajaj Finance Limited
Finance
1.73%1.50%1.50%
NTPC Limited
Power
1.46%2.20%1.46%
Titan Company Limited
Consumer Durables
1.38%1.48%1.38%
UltraTech Cement Limited
Cement & Cement Products
1.25%1.25%1.25%
Cholamandalam Investment and Finance Company Limited
Finance
1.58%1.05%1.05%
Avenue Supermarts Limited
Retailing
1.60%0.98%0.98%
Tech Mahindra Limited
IT - Software
2.11%0.96%0.96%
Hindustan Unilever Limited
Diversified FMCG
1.01%0.84%0.84%
Persistent Systems Limited
IT - Software
0.71%1.14%0.71%
MEESHO LTD
Retailing
0.97%0.67%0.67%
Cummins India Limited
Industrial Products
2.36%0.62%0.62%
Whirlpool of India Limited
Consumer Durables
0.46%0.48%0.46%
Adani Power Limited
Power
1.00%0.31%0.31%
Varun Beverages Limited
Beverages
1.47%0.30%0.30%
ZF Commercial Vehicle Control Systems India Limited
Auto Components
2.01%0.29%0.29%
Aditya Birla Capital Limited
Finance
0.19%0.38%0.19%
Kwality Wall's India Ltd
Food Products
0.01%0.01%0.01%

Unique to ADITYA BIRLA SUN LIFE ELSS TAX

  • Fortis Healthcare Limited3.13%

Unique to ADITYA BIRLA SUN LIFE LARGE CA

  • Kotak Mahindra Bank Limited3.76%

Sector Overlap Breakdown

Banks
22.4% (4)
IT - Software
6.0% (3)
Petroleum Products
4.0% (1)
Retailing
3.5% (3)
Telecom - Services
3.4% (1)
Finance
2.7% (3)
Construction
2.7% (1)
Automobiles
2.7% (1)
Consumer Durables
1.8% (2)
Power
1.8% (2)
Pharmaceuticals & Biotechnology
1.8% (1)
Non - Ferrous Metals
1.6% (1)
Personal Products
1.5% (1)
Cement & Cement Products
1.3% (1)
Diversified FMCG
0.8% (1)
Industrial Products
0.6% (1)
Beverages
0.3% (1)
Auto Components
0.3% (1)
Food Products
0.0% (1)

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.