ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Axis ELSS Tax Saver Fund
ABSL vs Axis· Portfolio Overlap Analysis
49.7%High Overlap
28 common stocksRank #10551 / 20,000
Investor takeaway: At 49.7% 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 (28)
| Stock | Wt% in ADITYA BIRLA SUN LIFE ELSS TAX | Wt% in Axis ELSS Tax Saver | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.22% | 7.31% | 7.22% |
HDFC Bank Limited Banks | 6.93% | 6.54% | 6.54% |
Infosys Limited IT - Software | 4.47% | 3.38% | 3.38% |
Bharti Airtel Limited Telecom - Services | 3.38% | 3.71% | 3.38% |
State Bank of India Banks | 4.47% | 2.99% | 2.99% |
Reliance Industries Limited Petroleum Products | 4.02% | 2.82% | 2.82% |
Larsen & Toubro Limited Construction | 2.72% | 2.97% | 2.72% |
Mahindra & Mahindra Limited Automobiles | 2.72% | 2.61% | 2.61% |
Eternal Limited Retailing | 2.17% | 2.15% | 2.15% |
Bajaj Finance Limited Finance | 1.73% | 3.34% | 1.73% |
Axis Bank Limited Banks | 4.74% | 1.65% | 1.65% |
Cholamandalam Investment and Finance Company Limited Finance | 1.58% | 1.96% | 1.58% |
Titan Company Limited Consumer Durables | 1.38% | 1.34% | 1.34% |
UltraTech Cement Limited Cement & Cement Products | 1.25% | 2.20% | 1.25% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 2.32% | 1.23% | 1.23% |
The Federal Bank Limited Banks | 2.49% | 1.22% | 1.22% |
Hindustan Unilever Limited Diversified FMCG | 1.01% | 1.02% | 1.01% |
Cummins India Limited Industrial Products | 2.36% | 1.00% | 1.00% |
Fortis Healthcare Limited Healthcare Services | 3.13% | 0.74% | 0.74% |
Varun Beverages Limited Beverages | 1.47% | 0.73% | 0.73% |
Avenue Supermarts Limited Retailing | 1.60% | 0.46% | 0.46% |
Prestige Estates Projects Limited Realty | 0.53% | 0.40% | 0.40% |
Persistent Systems Limited IT - Software | 0.71% | 0.36% | 0.36% |
L G Electronics India Ltd Consumer Durables | 0.37% | 0.36% | 0.36% |
Tech Mahindra Limited IT - Software | 2.11% | 0.27% | 0.27% |
Godrej Consumer Products Limited Personal Products | 2.04% | 0.27% | 0.27% |
Dixon Technologies (India) Limited Consumer Durables | 0.87% | 0.26% | 0.26% |
MEESHO LTD Retailing | 0.97% | 0.04% | 0.04% |
Unique to ADITYA BIRLA SUN LIFE ELSS TAX
All top holdings are shared with the other fund.
Unique to Axis ELSS Tax Saver
- Pidilite Industries Limited2.25%
Sector Overlap Breakdown
Banks19.6% (5)
IT - Software4.0% (3)
Telecom - Services3.4% (1)
Finance3.3% (2)
Petroleum Products2.8% (1)
Construction2.7% (1)
Retailing2.6% (3)
Automobiles2.6% (1)
Consumer Durables2.0% (3)
Cement & Cement Products1.3% (1)
Pharmaceuticals & Biotechnology1.2% (1)
Diversified FMCG1.0% (1)
Industrial Products1.0% (1)
Healthcare Services0.7% (1)
Beverages0.7% (1)
Realty0.4% (1)
Personal Products0.3% (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 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.