ADITYA BIRLA SUN LIFE EQUITY HYBRID '95 FUND vs Axis ELSS Tax Saver Fund

ABSL vs Axis· Portfolio Overlap Analysis

46.6%High Overlap
33 common stocksRank #13841 / 20,000

Investor takeaway: At 46.6% 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 (33)

StockWt% in ADITYA BIRLA SUN LIFE EQUITY HWt% in Axis ELSS Tax SaverOverlap
ICICI Bank Limited
Banks
6.55%7.31%6.55%
HDFC Bank Limited
Banks
5.73%6.54%5.73%
Bharti Airtel Limited
Telecom - Services
2.99%3.71%2.99%
Reliance Industries Limited
Petroleum Products
3.98%2.82%2.82%
State Bank of India
Banks
2.82%2.99%2.82%
Infosys Limited
IT - Software
2.81%3.38%2.81%
Larsen & Toubro Limited
Construction
2.41%2.97%2.41%
Mahindra & Mahindra Limited
Automobiles
2.23%2.61%2.23%
Bajaj Finance Limited
Finance
1.88%3.34%1.88%
Kotak Mahindra Bank Limited
Banks
1.84%1.92%1.84%
Axis Bank Limited
Banks
2.79%1.65%1.65%
UltraTech Cement Limited
Cement & Cement Products
1.24%2.20%1.24%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.80%1.23%1.23%
Eternal Limited
Retailing
1.12%2.15%1.12%
Titan Company Limited
Consumer Durables
1.01%1.34%1.01%
Cholamandalam Investment and Finance Company Limited
Finance
0.90%1.96%0.90%
The Federal Bank Limited
Banks
0.80%1.22%0.80%
Apollo Hospitals Enterprise Limited
Healthcare Services
0.70%0.87%0.70%
Shriram Finance Ltd
Finance
0.62%1.60%0.62%
Sona BLW Precision Forgings Limited
Auto Components
0.60%1.03%0.60%
Tata Motors Limited
Agricultural Commercial & Construction Vehicles
0.58%0.91%0.58%
ICICI Lombard General Insurance Company Limited
Insurance
0.82%0.54%0.54%
Avenue Supermarts Limited
Retailing
0.79%0.46%0.46%
Minda Industries Ltd
Auto Components
0.78%0.43%0.43%
Jindal Steel & Power Limited
Ferrous Metals
0.42%0.55%0.42%
Bajaj Finserv Limited
Finance
0.41%0.44%0.41%
Persistent Systems Limited
IT - Software
0.63%0.36%0.36%
Trent Limited
Retailing
0.33%0.49%0.33%
ANTHEM BIOSCIENCES LIMITED
Pharmaceuticals & Biotechnology
0.29%0.32%0.29%
Godrej Consumer Products Limited
Personal Products
1.05%0.27%0.27%
Tech Mahindra Limited
IT - Software
0.81%0.27%0.27%
ITC Limited
Diversified FMCG
0.93%0.24%0.24%
MEESHO LTD
Retailing
0.64%0.04%0.04%

Unique to ADITYA BIRLA SUN LIFE EQUITY H

All top holdings are shared with the other fund.

Unique to Axis ELSS Tax Saver

  • Pidilite Industries Limited2.25%

Sector Overlap Breakdown

Banks
19.4% (6)
Finance
3.8% (4)
IT - Software
3.4% (3)
Telecom - Services
3.0% (1)
Petroleum Products
2.8% (1)
Construction
2.4% (1)
Automobiles
2.2% (1)
Retailing
1.9% (4)
Pharmaceuticals & Biotechnology
1.5% (2)
Cement & Cement Products
1.2% (1)
Auto Components
1.0% (2)
Consumer Durables
1.0% (1)
Healthcare Services
0.7% (1)
Agricultural Commercial & Construction Vehicles
0.6% (1)
Insurance
0.5% (1)
Ferrous Metals
0.4% (1)
Personal Products
0.3% (1)
Diversified FMCG
0.2% (1)

More comparisons for ADITYA BIRLA SUN LIFE EQUITY H

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