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)
| Stock | Wt% in ADITYA BIRLA SUN LIFE EQUITY H | Wt% in Axis ELSS Tax Saver | Overlap |
|---|---|---|---|
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
Banks19.4% (6)
Finance3.8% (4)
IT - Software3.4% (3)
Telecom - Services3.0% (1)
Petroleum Products2.8% (1)
Construction2.4% (1)
Automobiles2.2% (1)
Retailing1.9% (4)
Pharmaceuticals & Biotechnology1.5% (2)
Cement & Cement Products1.2% (1)
Auto Components1.0% (2)
Consumer Durables1.0% (1)
Healthcare Services0.7% (1)
Agricultural Commercial & Construction Vehicles0.6% (1)
Insurance0.5% (1)
Ferrous Metals0.4% (1)
Personal Products0.3% (1)
Diversified FMCG0.2% (1)
More comparisons for ADITYA BIRLA SUN LIFE EQUITY H
- vs ADITYA BIRLA SUN LIFE LARGE CA56.8% · 43 stocks
- vs SBI BSE 100 ETF53.4% · 43 stocks
- vs HDFC NIFTY 100 ETF52.8% · 40 stocks
- vs Axis Nifty 100 Index52.8% · 40 stocks
- vs ICICI Prudential Nifty 100 ETF52.8% · 40 stocks
More comparisons for Axis ELSS Tax Saver
- vs CANARA ROBECO LARGE CAP63.5% · 40 stocks
- vs Axis Large Cap63.3% · 40 stocks
- vs CANARA ROBECO FLEXICAP60.7% · 43 stocks
- vs Parag Parikh Large Cap58.1% · 45 stocks
- vs HDFC NIFTY 100 ETF58.1% · 45 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.