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)
| Stock | Wt% in ADITYA BIRLA SUN LIFE ELSS TAX | Wt% in Franklin India ELSS Tax Saver | Overlap |
|---|---|---|---|
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
Banks23.2% (4)
IT - Software3.8% (1)
Telecom - Services3.4% (1)
Petroleum Products3.2% (1)
Construction2.7% (1)
Automobiles2.7% (1)
Retailing2.2% (1)
Power1.5% (1)
Finance1.4% (1)
Consumer Durables1.1% (2)
Realty0.5% (1)
More comparisons for ADITYA BIRLA SUN LIFE ELSS TAX
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More comparisons for Franklin India ELSS Tax Saver
- vs Franklin India Flexi Cap Fund 82.6% · 42 stocks
- vs CANARA ROBECO LARGE CAP56.9% · 22 stocks
- vs HDFC BSE Sensex Index56.7% · 16 stocks
- vs HDFC BSE SENSEX ETF56.7% · 16 stocks
- vs ICICI Prudential BSE Sensex ET56.7% · 16 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.