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)

StockWt% in ADITYA BIRLA SUN LIFE ELSS TAXWt% in HDFC BSE Sensex IndexOverlap
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

Banks
22.7% (4)
IT - Software
5.4% (2)
Petroleum Products
4.0% (1)
Telecom - Services
3.4% (1)
Construction
2.7% (1)
Automobiles
2.7% (1)
Pharmaceuticals & Biotechnology
1.9% (1)
Retailing
1.8% (1)
Finance
1.7% (1)
Power
1.5% (1)
Consumer Durables
1.4% (1)
Cement & Cement Products
1.3% (1)
Transport Infrastructure
1.2% (1)
Diversified FMCG
1.0% (1)

More comparisons for ADITYA BIRLA SUN LIFE ELSS TAX

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