ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Kotak Large Cap Fund
ABSL vs Kotak· Portfolio Overlap Analysis
52.5%High Overlap
21 common stocksRank #7827 / 20,000
Investor takeaway: At 52.5% 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 (21)
| Stock | Wt% in ADITYA BIRLA SUN LIFE ELSS TAX | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.22% | 7.36% | 7.22% |
HDFC Bank Limited Banks | 6.93% | 7.01% | 6.93% |
State Bank of India Banks | 4.47% | 4.83% | 4.47% |
Reliance Industries Limited Petroleum Products | 4.02% | 6.39% | 4.02% |
Bharti Airtel Limited Telecom - Services | 3.38% | 3.78% | 3.38% |
Axis Bank Limited Banks | 4.74% | 3.35% | 3.35% |
Infosys Limited IT - Software | 4.47% | 3.32% | 3.32% |
Larsen & Toubro Limited Construction | 2.72% | 4.22% | 2.72% |
Mahindra & Mahindra Limited Automobiles | 2.72% | 2.90% | 2.72% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 2.32% | 2.59% | 2.32% |
Bajaj Finance Limited Finance | 1.73% | 3.14% | 1.73% |
NTPC Limited Power | 1.46% | 2.89% | 1.46% |
Eternal Limited Retailing | 2.17% | 1.38% | 1.38% |
UltraTech Cement Limited Cement & Cement Products | 1.25% | 2.22% | 1.25% |
Godrej Consumer Products Limited Personal Products | 2.04% | 1.21% | 1.21% |
Cummins India Limited Industrial Products | 2.36% | 1.07% | 1.07% |
Tech Mahindra Limited IT - Software | 2.11% | 1.04% | 1.04% |
Hindalco Industries Limited Non - Ferrous Metals | 2.08% | 1.02% | 1.02% |
Hindustan Unilever Limited Diversified FMCG | 1.01% | 0.97% | 0.97% |
Persistent Systems Limited IT - Software | 0.71% | 0.55% | 0.55% |
L G Electronics India Ltd Consumer Durables | 0.37% | 0.64% | 0.37% |
Unique to ADITYA BIRLA SUN LIFE ELSS TAX
- Fortis Healthcare Limited3.13%
Unique to Kotak Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks22.0% (4)
IT - Software4.9% (3)
Petroleum Products4.0% (1)
Telecom - Services3.4% (1)
Construction2.7% (1)
Automobiles2.7% (1)
Pharmaceuticals & Biotechnology2.3% (1)
Finance1.7% (1)
Power1.5% (1)
Retailing1.4% (1)
Cement & Cement Products1.3% (1)
Personal Products1.2% (1)
Industrial Products1.1% (1)
Non - Ferrous Metals1.0% (1)
Diversified FMCG1.0% (1)
Consumer Durables0.4% (1)
More comparisons for ADITYA BIRLA SUN LIFE ELSS TAX
- vs ADITYA BIRLA SUN LIFE LARGE CA59.3% · 30 stocks
- vs CANARA ROBECO FLEXICAP53.1% · 28 stocks
- vs HDFC BSE Sensex Index52.6% · 18 stocks
- vs LIC MF BSE SENSEX ETF52.6% · 18 stocks
- vs ADITYA BIRLA SUN LIFE BSE SENS52.6% · 18 stocks
More comparisons for Kotak Large Cap
- vs CANARA ROBECO LARGE CAP67.7% · 31 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY 5067.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 Index67.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 ETF67.1% · 28 stocks
- vs Baroda BNP Paribas Nifty 50 In67.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.