ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Mahindra Manulife Flexi Cap Fund
ABSL vs Mahindra· Portfolio Overlap Analysis
45.6%High Overlap
22 common stocksRank #15125 / 20,000
Investor takeaway: At 45.6% 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 (22)
| Stock | Wt% in ADITYA BIRLA SUN LIFE ELSS TAX | Wt% in Mahindra Manulife Flexi Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.22% | 7.99% | 7.22% |
HDFC Bank Limited Banks | 6.93% | 7.38% | 6.93% |
Reliance Industries Limited Petroleum Products | 4.02% | 4.97% | 4.02% |
Infosys Limited IT - Software | 4.47% | 3.73% | 3.73% |
Axis Bank Limited Banks | 4.74% | 3.62% | 3.62% |
State Bank of India Banks | 4.47% | 3.01% | 3.01% |
Larsen & Toubro Limited Construction | 2.72% | 2.86% | 2.72% |
Bharti Airtel Limited Telecom - Services | 3.38% | 1.73% | 1.73% |
Bajaj Finance Limited Finance | 1.73% | 3.55% | 1.73% |
Avenue Supermarts Limited Retailing | 1.60% | 1.52% | 1.52% |
Titan Company Limited Consumer Durables | 1.38% | 1.72% | 1.38% |
Tech Mahindra Limited IT - Software | 2.11% | 1.30% | 1.30% |
UltraTech Cement Limited Cement & Cement Products | 1.25% | 2.00% | 1.25% |
NTPC Limited Power | 1.46% | 1.20% | 1.20% |
Hindustan Unilever Limited Diversified FMCG | 1.01% | 2.59% | 1.01% |
Dixon Technologies (India) Limited Consumer Durables | 0.87% | 0.92% | 0.87% |
Mahindra & Mahindra Limited Automobiles | 2.72% | 0.83% | 0.83% |
L G Electronics India Ltd Consumer Durables | 0.37% | 0.86% | 0.37% |
Hindalco Industries Limited Non - Ferrous Metals | 2.08% | 0.36% | 0.36% |
Biocon Limited Pharmaceuticals & Biotechnology | 0.33% | 0.89% | 0.33% |
Cummins India Limited Industrial Products | 2.36% | 0.32% | 0.32% |
GlaxoSmithKline Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 0.15% | 0.87% | 0.15% |
Unique to ADITYA BIRLA SUN LIFE ELSS TAX
- Fortis Healthcare Limited3.13%
Unique to Mahindra Manulife Flexi Cap
- Tata Consultancy Services Limited2.87%
Sector Overlap Breakdown
Banks20.8% (4)
IT - Software5.0% (2)
Petroleum Products4.0% (1)
Construction2.7% (1)
Consumer Durables2.6% (3)
Telecom - Services1.7% (1)
Finance1.7% (1)
Retailing1.5% (1)
Cement & Cement Products1.3% (1)
Power1.2% (1)
Diversified FMCG1.0% (1)
Automobiles0.8% (1)
Pharmaceuticals & Biotechnology0.5% (2)
Non - Ferrous Metals0.4% (1)
Industrial Products0.3% (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 Mahindra Manulife Flexi Cap
- vs Mahindra Manulife ELSS Tax Sav90.2% · 60 stocks
- vs Mahindra Manulife Large Cap64.6% · 31 stocks
- vs Mahindra Manulife Aggressive H61.0% · 51 stocks
- vs NIPPON INDIA LARGE CAP55.0% · 28 stocks
- vs CANARA ROBECO LARGE CAP54.9% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.