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

ABSL vs Edelweiss· Portfolio Overlap Analysis

48.3%High Overlap
24 common stocksRank #11935 / 20,000

Investor takeaway: At 48.3% 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 (24)

StockWt% in ADITYA BIRLA SUN LIFE ELSS TAXWt% in EDELWEISS LARGE CAPOverlap
HDFC Bank Limited
Banks
6.93%7.59%6.93%
ICICI Bank Limited
Banks
7.22%6.63%6.63%
Reliance Industries Limited
Petroleum Products
4.02%5.51%4.02%
State Bank of India
Banks
4.47%3.98%3.98%
Bharti Airtel Limited
Telecom - Services
3.38%3.61%3.38%
Infosys Limited
IT - Software
4.47%2.78%2.78%
Larsen & Toubro Limited
Construction
2.72%4.35%2.72%
Mahindra & Mahindra Limited
Automobiles
2.72%3.22%2.72%
Axis Bank Limited
Banks
4.74%2.53%2.53%
Bajaj Finance Limited
Finance
1.73%3.30%1.73%
NTPC Limited
Power
1.46%2.23%1.46%
Titan Company Limited
Consumer Durables
1.38%2.09%1.38%
UltraTech Cement Limited
Cement & Cement Products
1.25%1.81%1.25%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
2.32%1.18%1.18%
Tech Mahindra Limited
IT - Software
2.11%1.04%1.04%
Hindustan Unilever Limited
Diversified FMCG
1.01%0.90%0.90%
Hindalco Industries Limited
Non - Ferrous Metals
2.08%0.75%0.75%
Eternal Limited
Retailing
2.17%0.71%0.71%
Godrej Consumer Products Limited
Personal Products
2.04%0.71%0.71%
Fortis Healthcare Limited
Healthcare Services
3.13%0.47%0.47%
Avenue Supermarts Limited
Retailing
1.60%0.47%0.47%
Cholamandalam Investment and Finance Company Limited
Finance
1.58%0.47%0.47%
Cummins India Limited
Industrial Products
2.36%0.06%0.06%
Kwality Wall's India Ltd
Food Products
0.01%0.01%0.01%

Unique to ADITYA BIRLA SUN LIFE ELSS TAX

All top holdings are shared with the other fund.

Unique to EDELWEISS LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
20.1% (4)
Petroleum Products
4.0% (1)
IT - Software
3.8% (2)
Telecom - Services
3.4% (1)
Construction
2.7% (1)
Automobiles
2.7% (1)
Finance
2.2% (2)
Power
1.5% (1)
Consumer Durables
1.4% (1)
Cement & Cement Products
1.3% (1)
Pharmaceuticals & Biotechnology
1.2% (1)
Retailing
1.2% (2)
Diversified FMCG
0.9% (1)
Non - Ferrous Metals
0.8% (1)
Personal Products
0.7% (1)
Healthcare Services
0.5% (1)
Industrial Products
0.1% (1)
Food Products
0.0% (1)

More comparisons for ADITYA BIRLA SUN LIFE ELSS TAX

More comparisons for EDELWEISS LARGE CAP

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