ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs HDFC BSE Sensex Index Fund
ABSL vs HDFC· Portfolio Overlap Analysis
52.6%High Overlap
18 common stocksRank #7779 / 20,000
Investor takeaway: At 52.6% 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 (18)
| Stock | Wt% in ADITYA BIRLA SUN LIFE ELSS TAX | Wt% in HDFC BSE Sensex Index | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.22% | 10.27% | 7.22% |
HDFC Bank Limited Banks | 6.93% | 14.07% | 6.93% |
State Bank of India Banks | 4.47% | 5.20% | 4.47% |
Infosys Limited IT - Software | 4.47% | 4.84% | 4.47% |
Axis Bank Limited Banks | 4.74% | 4.12% | 4.12% |
Reliance Industries Limited Petroleum Products | 4.02% | 9.83% | 4.02% |
Bharti Airtel Limited Telecom - Services | 3.38% | 5.47% | 3.38% |
Larsen & Toubro Limited Construction | 2.72% | 5.21% | 2.72% |
Mahindra & Mahindra Limited Automobiles | 2.72% | 3.17% | 2.72% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 2.32% | 1.91% | 1.91% |
Eternal Limited Retailing | 2.17% | 1.78% | 1.78% |
Bajaj Finance Limited Finance | 1.73% | 2.71% | 1.73% |
NTPC Limited Power | 1.46% | 1.89% | 1.46% |
Titan Company Limited Consumer Durables | 1.38% | 1.84% | 1.38% |
UltraTech Cement Limited Cement & Cement Products | 1.25% | 1.56% | 1.25% |
Adani Ports and Special Economic Zone Limited Transport Infrastructure | 2.57% | 1.16% | 1.16% |
Hindustan Unilever Limited Diversified FMCG | 1.01% | 2.17% | 1.01% |
Tech Mahindra Limited IT - Software | 2.11% | 0.90% | 0.90% |
Unique to ADITYA BIRLA SUN LIFE ELSS TAX
- Fortis Healthcare Limited3.13%
Unique to HDFC BSE Sensex Index
- Kotak Mahindra Bank Limited3.18%
Sector Overlap Breakdown
Banks22.7% (4)
IT - Software5.4% (2)
Petroleum Products4.0% (1)
Telecom - Services3.4% (1)
Construction2.7% (1)
Automobiles2.7% (1)
Pharmaceuticals & Biotechnology1.9% (1)
Retailing1.8% (1)
Finance1.7% (1)
Power1.5% (1)
Consumer Durables1.4% (1)
Cement & Cement Products1.3% (1)
Transport Infrastructure1.2% (1)
Diversified FMCG1.0% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.