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)
| Stock | Wt% in ADITYA BIRLA SUN LIFE ELSS TAX | Wt% in PGIM INDIA LARGE CAP | Overlap |
|---|---|---|---|
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
Banks17.1% (3)
Petroleum Products4.0% (1)
IT - Software3.6% (3)
Telecom - Services3.4% (1)
Construction2.7% (1)
Consumer Durables2.4% (3)
Finance2.3% (2)
Retailing2.2% (1)
Automobiles1.7% (1)
Beverages1.5% (1)
Power1.5% (1)
Cement & Cement Products1.3% (1)
Industrial Products1.2% (1)
Pharmaceuticals & Biotechnology0.9% (1)
Non - Ferrous Metals0.7% (1)
Realty0.5% (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 PGIM INDIA LARGE CAP
- vs CANARA ROBECO LARGE CAP69.5% · 37 stocks
- vs Axis Large Cap65.5% · 35 stocks
- vs PGIM INDIA FLEXI CAP64.9% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In63.1% · 28 stocks
- vs HDFC NIFTY 50 ETF63.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.