ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Mahindra Manulife Large Cap Fund
ABSL vs Mahindra· Portfolio Overlap Analysis
48.2%High Overlap
17 common stocksRank #11988 / 20,000
Investor takeaway: At 48.2% 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 (17)
| Stock | Wt% in ADITYA BIRLA SUN LIFE ELSS TAX | Wt% in Mahindra Manulife Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.22% | 9.06% | 7.22% |
HDFC Bank Limited Banks | 6.93% | 8.55% | 6.93% |
Infosys Limited IT - Software | 4.47% | 4.41% | 4.41% |
Axis Bank Limited Banks | 4.74% | 4.28% | 4.28% |
Reliance Industries Limited Petroleum Products | 4.02% | 7.77% | 4.02% |
State Bank of India Banks | 4.47% | 3.83% | 3.83% |
Bharti Airtel Limited Telecom - Services | 3.38% | 3.90% | 3.38% |
Larsen & Toubro Limited Construction | 2.72% | 4.33% | 2.72% |
Mahindra & Mahindra Limited Automobiles | 2.72% | 2.62% | 2.62% |
Tech Mahindra Limited IT - Software | 2.11% | 1.55% | 1.55% |
Avenue Supermarts Limited Retailing | 1.60% | 1.46% | 1.46% |
NTPC Limited Power | 1.46% | 2.17% | 1.46% |
Titan Company Limited Consumer Durables | 1.38% | 1.89% | 1.38% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 2.32% | 1.08% | 1.08% |
Hindustan Unilever Limited Diversified FMCG | 1.01% | 3.00% | 1.01% |
Cummins India Limited Industrial Products | 2.36% | 0.47% | 0.47% |
L G Electronics India Ltd Consumer Durables | 0.37% | 0.65% | 0.37% |
Unique to ADITYA BIRLA SUN LIFE ELSS TAX
- Fortis Healthcare Limited3.13%
Unique to Mahindra Manulife Large Cap
- Bajaj Finserv Limited4.73%
- Tata Consultancy Services Limited3.29%
Sector Overlap Breakdown
Banks22.3% (4)
IT - Software6.0% (2)
Petroleum Products4.0% (1)
Telecom - Services3.4% (1)
Construction2.7% (1)
Automobiles2.6% (1)
Consumer Durables1.8% (2)
Retailing1.5% (1)
Power1.5% (1)
Pharmaceuticals & Biotechnology1.1% (1)
Diversified FMCG1.0% (1)
Industrial Products0.5% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.