ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Mirae Asset Large Cap Fund

ABSL vs Mirae· Portfolio Overlap Analysis

50.5%High Overlap
22 common stocksRank #9526 / 20,000

Investor takeaway: At 50.5% 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 (22)

StockWt% in ADITYA BIRLA SUN LIFE ELSS TAXWt% in Mirae Asset Large CapOverlap
ICICI Bank Limited
Banks
7.22%8.49%7.22%
HDFC Bank Limited
Banks
6.93%9.54%6.93%
Infosys Limited
IT - Software
4.47%4.28%4.28%
Reliance Industries Limited
Petroleum Products
4.02%4.99%4.02%
State Bank of India
Banks
4.47%3.66%3.66%
Axis Bank Limited
Banks
4.74%3.62%3.62%
Bharti Airtel Limited
Telecom - Services
3.38%4.55%3.38%
Larsen & Toubro Limited
Construction
2.72%3.99%2.72%
Eternal Limited
Retailing
2.17%2.47%2.17%
Mahindra & Mahindra Limited
Automobiles
2.72%2.05%2.05%
NTPC Limited
Power
1.46%1.45%1.45%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
2.32%1.37%1.37%
Varun Beverages Limited
Beverages
1.47%1.37%1.37%
Godrej Consumer Products Limited
Personal Products
2.04%1.23%1.23%
Titan Company Limited
Consumer Durables
1.38%0.99%0.99%
Hindustan Unilever Limited
Diversified FMCG
1.01%0.92%0.92%
Bajaj Finance Limited
Finance
1.73%0.84%0.84%
Adani Ports and Special Economic Zone Limited
Transport Infrastructure
2.57%0.78%0.78%
Avenue Supermarts Limited
Retailing
1.60%0.50%0.50%
L G Electronics India Ltd
Consumer Durables
0.37%0.37%0.37%
Biocon Limited
Pharmaceuticals & Biotechnology
0.33%0.51%0.33%
UltraTech Cement Limited
Cement & Cement Products
1.25%0.26%0.26%

Unique to ADITYA BIRLA SUN LIFE ELSS TAX

  • Fortis Healthcare Limited3.13%

Unique to Mirae Asset Large Cap

  • ITC Ltd.3.12%
  • Tata Consultancy Services Ltd.2.94%

Sector Overlap Breakdown

Banks
21.4% (4)
IT - Software
4.3% (1)
Petroleum Products
4.0% (1)
Telecom - Services
3.4% (1)
Construction
2.7% (1)
Retailing
2.7% (2)
Automobiles
2.0% (1)
Pharmaceuticals & Biotechnology
1.7% (2)
Power
1.4% (1)
Beverages
1.4% (1)
Consumer Durables
1.4% (2)
Personal Products
1.2% (1)
Diversified FMCG
0.9% (1)
Finance
0.8% (1)
Transport Infrastructure
0.8% (1)
Cement & Cement Products
0.3% (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.