ADITYA BIRLA SUN LIFE EQUITY HYBRID '95 FUND vs IB11-Groww ELSS Tax Saver Fund
ABSL vs Groww· Portfolio Overlap Analysis
48.0%High Overlap
29 common stocksRank #12164 / 20,000
Investor takeaway: At 48.0% 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 (29)
| Stock | Wt% in ADITYA BIRLA SUN LIFE EQUITY H | Wt% in IB11-Groww ELSS Tax Saver | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 6.55% | 5.75% | 5.75% |
HDFC Bank Limited Banks | 5.73% | 8.05% | 5.73% |
Reliance Industries Limited Petroleum Products | 3.98% | 5.46% | 3.98% |
Bharti Airtel Limited Telecom - Services | 2.99% | 3.23% | 2.99% |
State Bank of India Banks | 2.82% | 3.53% | 2.82% |
Axis Bank Limited Banks | 2.79% | 2.60% | 2.60% |
Infosys Limited IT - Software | 2.81% | 2.49% | 2.49% |
Larsen & Toubro Limited Construction | 2.41% | 3.35% | 2.41% |
Mahindra & Mahindra Limited Automobiles | 2.23% | 2.35% | 2.23% |
Kotak Mahindra Bank Limited Banks | 1.84% | 2.23% | 1.84% |
Bajaj Finance Limited Finance | 1.88% | 1.67% | 1.67% |
Hindalco Industries Limited Non - Ferrous Metals | 1.30% | 1.66% | 1.30% |
Eternal Limited Retailing | 1.12% | 1.15% | 1.12% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.80% | 1.04% | 1.04% |
Titan Company Limited Consumer Durables | 1.01% | 1.27% | 1.01% |
UltraTech Cement Limited Cement & Cement Products | 1.24% | 1.00% | 1.00% |
ITC Limited Diversified FMCG | 0.93% | 1.54% | 0.93% |
ICICI Lombard General Insurance Company Limited Insurance | 0.82% | 1.03% | 0.82% |
Maruti Suzuki India Limited Automobiles | 0.82% | 1.77% | 0.82% |
The Federal Bank Limited Banks | 0.80% | 2.11% | 0.80% |
NTPC Limited Power | 0.78% | 0.70% | 0.70% |
Max Financial Services Limited Insurance | 0.65% | 1.00% | 0.65% |
Shriram Finance Ltd Finance | 0.62% | 1.36% | 0.62% |
SRF Limited Chemicals & Petrochemicals | 0.59% | 0.80% | 0.59% |
Bharat Forge Limited Auto Components | 0.58% | 1.26% | 0.58% |
Persistent Systems Limited IT - Software | 0.63% | 0.52% | 0.52% |
Swiggy Ltd Retailing | 0.42% | 1.02% | 0.42% |
Vedanta Limited Diversified Metals | 0.33% | 1.33% | 0.33% |
HCL Technologies Limited IT - Software | 0.29% | 0.50% | 0.29% |
Unique to ADITYA BIRLA SUN LIFE EQUITY H
All top holdings are shared with the other fund.
Unique to IB11-Groww ELSS Tax Saver
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks19.5% (6)
Petroleum Products4.0% (1)
IT - Software3.3% (3)
Automobiles3.0% (2)
Telecom - Services3.0% (1)
Construction2.4% (1)
Finance2.3% (2)
Retailing1.5% (2)
Insurance1.5% (2)
Non - Ferrous Metals1.3% (1)
Pharmaceuticals & Biotechnology1.0% (1)
Consumer Durables1.0% (1)
Cement & Cement Products1.0% (1)
Diversified FMCG0.9% (1)
Power0.7% (1)
Chemicals & Petrochemicals0.6% (1)
Auto Components0.6% (1)
Diversified Metals0.3% (1)
More comparisons for ADITYA BIRLA SUN LIFE EQUITY H
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More comparisons for IB11-Groww ELSS Tax Saver
- vs SBI BSE 100 ETF64.0% · 42 stocks
- vs IB33-GROWW NIFTY 200 ETF61.9% · 54 stocks
- vs Parag Parikh Large Cap61.9% · 35 stocks
- vs Axis Nifty 100 Index61.8% · 35 stocks
- vs HDFC NIFTY 100 ETF61.8% · 35 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.