ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs PGIM INDIA LARGE CAP FUND

ABSL vs PGIM· Portfolio Overlap Analysis

46.8%High Overlap
23 common stocksRank #13489 / 20,000

Investor takeaway: At 46.8% 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 (23)

StockWt% in ADITYA BIRLA SUN LIFE ELSS TAXWt% in PGIM INDIA LARGE CAPOverlap
ICICI Bank Limited
Banks
7.22%7.94%7.22%
HDFC Bank Limited
Banks
6.93%8.93%6.93%
Reliance Industries Limited
Petroleum Products
4.02%6.64%4.02%
Bharti Airtel Limited
Telecom - Services
3.38%4.72%3.38%
State Bank of India
Banks
4.47%2.91%2.91%
Larsen & Toubro Limited
Construction
2.72%4.44%2.72%
Eternal Limited
Retailing
2.17%2.26%2.17%
Bajaj Finance Limited
Finance
1.73%2.94%1.73%
Infosys Limited
IT - Software
4.47%1.68%1.68%
Mahindra & Mahindra Limited
Automobiles
2.72%1.67%1.67%
Varun Beverages Limited
Beverages
1.47%2.11%1.47%
NTPC Limited
Power
1.46%2.13%1.46%
Titan Company Limited
Consumer Durables
1.38%2.30%1.38%
UltraTech Cement Limited
Cement & Cement Products
1.25%2.04%1.25%
Cummins India Limited
Industrial Products
2.36%1.24%1.24%
Tech Mahindra Limited
IT - Software
2.11%1.21%1.21%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
2.32%0.91%0.91%
Persistent Systems Limited
IT - Software
0.71%1.31%0.71%
Dixon Technologies (India) Limited
Consumer Durables
0.87%0.68%0.68%
Hindalco Industries Limited
Non - Ferrous Metals
2.08%0.65%0.65%
Cholamandalam Investment and Finance Company Limited
Finance
1.58%0.54%0.54%
Prestige Estates Projects Limited
Realty
0.53%0.98%0.53%
L G Electronics India Ltd
Consumer Durables
0.37%0.85%0.37%

Unique to ADITYA BIRLA SUN LIFE ELSS TAX

  • Axis Bank Limited4.74%
  • Fortis Healthcare Limited3.13%

Unique to PGIM INDIA LARGE CAP

  • Kotak Mahindra Bank Ltd.2.94%
  • Tata Consultancy Services Ltd.2.56%

Sector Overlap Breakdown

Banks
17.1% (3)
Petroleum Products
4.0% (1)
IT - Software
3.6% (3)
Telecom - Services
3.4% (1)
Construction
2.7% (1)
Consumer Durables
2.4% (3)
Finance
2.3% (2)
Retailing
2.2% (1)
Automobiles
1.7% (1)
Beverages
1.5% (1)
Power
1.5% (1)
Cement & Cement Products
1.3% (1)
Industrial Products
1.2% (1)
Pharmaceuticals & Biotechnology
0.9% (1)
Non - Ferrous Metals
0.7% (1)
Realty
0.5% (1)

More comparisons for ADITYA BIRLA SUN LIFE ELSS TAX

More comparisons for PGIM INDIA LARGE CAP

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