ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs DSP ELSS Tax Saver Fund

ABSL vs DSP· Portfolio Overlap Analysis

44.6%High Overlap
17 common stocksRank #16817 / 20,000

Investor takeaway: At 44.6% 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 (17)

StockWt% in ADITYA BIRLA SUN LIFE ELSS TAXWt% in DSP ELSS Tax SaverOverlap
ICICI Bank Limited
Banks
7.22%8.06%7.22%
HDFC Bank Limited
Banks
6.93%8.03%6.93%
Axis Bank Limited
Banks
4.74%6.23%4.74%
State Bank of India
Banks
4.47%4.57%4.47%
Infosys Limited
IT - Software
4.47%3.74%3.74%
Bharti Airtel Limited
Telecom - Services
3.38%2.93%2.93%
Mahindra & Mahindra Limited
Automobiles
2.72%2.53%2.53%
Larsen & Toubro Limited
Construction
2.72%2.26%2.26%
NTPC Limited
Power
1.46%1.85%1.46%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
2.32%1.41%1.41%
Eternal Limited
Retailing
2.17%1.27%1.27%
Fortis Healthcare Limited
Healthcare Services
3.13%1.23%1.23%
Max Financial Services Limited
Insurance
1.16%1.93%1.16%
UltraTech Cement Limited
Cement & Cement Products
1.25%1.11%1.11%
Hindustan Unilever Limited
Diversified FMCG
1.01%1.55%1.01%
Cholamandalam Investment and Finance Company Limited
Finance
1.58%0.72%0.72%
SBI Cards & Payment Services Limited
Finance
0.77%0.37%0.37%

Unique to ADITYA BIRLA SUN LIFE ELSS TAX

  • Reliance Industries Limited4.02%

Unique to DSP ELSS Tax Saver

  • Kotak Mahindra Bank Limited2.73%
  • Samvardhana Motherson International Limited2.53%
  • Tata Consultancy Services Limited2.26%

Sector Overlap Breakdown

Banks
23.4% (4)
IT - Software
3.7% (1)
Telecom - Services
2.9% (1)
Automobiles
2.5% (1)
Construction
2.3% (1)
Power
1.5% (1)
Pharmaceuticals & Biotechnology
1.4% (1)
Retailing
1.3% (1)
Healthcare Services
1.2% (1)
Insurance
1.2% (1)
Cement & Cement Products
1.1% (1)
Finance
1.1% (2)
Diversified FMCG
1.0% (1)

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