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

ABSL vs Franklin· Portfolio Overlap Analysis

45.8%High Overlap
15 common stocksRank #14935 / 20,000

Investor takeaway: At 45.8% 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 (15)

StockWt% in ADITYA BIRLA SUN LIFE ELSS TAXWt% in Franklin India ELSS Tax SaverOverlap
ICICI Bank Limited
Banks
7.22%7.10%7.10%
HDFC Bank Limited
Banks
6.93%9.04%6.93%
Axis Bank Limited
Banks
4.74%5.35%4.74%
State Bank of India
Banks
4.47%5.31%4.47%
Infosys Limited
IT - Software
4.47%3.81%3.81%
Bharti Airtel Limited
Telecom - Services
3.38%3.50%3.38%
Reliance Industries Limited
Petroleum Products
4.02%3.20%3.20%
Larsen & Toubro Limited
Construction
2.72%5.90%2.72%
Mahindra & Mahindra Limited
Automobiles
2.72%2.75%2.72%
Eternal Limited
Retailing
2.17%2.88%2.17%
NTPC Limited
Power
1.46%2.13%1.46%
Cholamandalam Investment and Finance Company Limited
Finance
1.58%1.44%1.44%
Dixon Technologies (India) Limited
Consumer Durables
0.87%0.66%0.66%
Prestige Estates Projects Limited
Realty
0.53%0.62%0.53%
Whirlpool of India Limited
Consumer Durables
0.46%0.42%0.42%

Unique to ADITYA BIRLA SUN LIFE ELSS TAX

  • Fortis Healthcare Limited3.13%

Unique to Franklin India ELSS Tax Saver

  • Kotak Mahindra Bank Ltd3.23%
  • HCL Technologies Ltd3.17%

Sector Overlap Breakdown

Banks
23.2% (4)
IT - Software
3.8% (1)
Telecom - Services
3.4% (1)
Petroleum Products
3.2% (1)
Construction
2.7% (1)
Automobiles
2.7% (1)
Retailing
2.2% (1)
Power
1.5% (1)
Finance
1.4% (1)
Consumer Durables
1.1% (2)
Realty
0.5% (1)

More comparisons for ADITYA BIRLA SUN LIFE ELSS TAX

More comparisons for Franklin India ELSS Tax Saver

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