ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Axis ELSS Tax Saver Fund
ABSL vs Axis· Portfolio Overlap Analysis
47.8%High Overlap
30 common stocksRank #12358 / 20,000
Investor takeaway: At 47.8% 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 (30)
| Stock | Wt% in ADITYA BIRLA SUN LIFE ESG INTE | Wt% in Axis ELSS Tax Saver | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.61% | 7.31% | 7.31% |
HDFC Bank Limited Banks | 5.05% | 6.54% | 5.05% |
Bharti Airtel Limited Telecom - Services | 4.29% | 3.71% | 3.71% |
Infosys Limited IT - Software | 3.75% | 3.38% | 3.38% |
State Bank of India Banks | 3.47% | 2.99% | 2.99% |
Bajaj Finance Limited Finance | 2.47% | 3.34% | 2.47% |
Mahindra & Mahindra Limited Automobiles | 2.35% | 2.61% | 2.35% |
Kotak Mahindra Bank Limited Banks | 3.85% | 1.92% | 1.92% |
Eternal Limited Retailing | 1.87% | 2.15% | 1.87% |
Tata Consultancy Services Limited IT - Software | 2.23% | 1.67% | 1.67% |
Axis Bank Limited Banks | 3.84% | 1.65% | 1.65% |
Shriram Finance Ltd Finance | 2.22% | 1.60% | 1.60% |
Titan Company Limited Consumer Durables | 1.46% | 1.34% | 1.34% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.18% | 1.23% | 1.18% |
TVS Motor Company Limited Automobiles | 2.94% | 1.17% | 1.17% |
Sona BLW Precision Forgings Limited Auto Components | 2.00% | 1.03% | 1.03% |
Hindustan Unilever Limited Diversified FMCG | 2.11% | 1.02% | 1.02% |
Mankind Pharma Ltd Pharmaceuticals & Biotechnology | 1.14% | 0.94% | 0.94% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.00% | 0.87% | 0.87% |
Varun Beverages Limited Beverages | 1.52% | 0.73% | 0.73% |
Schaeffler India Limited Auto Components | 1.07% | 0.61% | 0.61% |
ICICI Lombard General Insurance Company Limited Insurance | 2.10% | 0.54% | 0.54% |
Avenue Supermarts Limited Retailing | 1.39% | 0.46% | 0.46% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.17% | 0.44% | 0.44% |
InterGlobe Aviation Limited Transport Services | 0.39% | 1.16% | 0.39% |
Samvardhana Motherson International Limited Auto Components | 1.84% | 0.37% | 0.37% |
Godrej Consumer Products Limited Personal Products | 1.03% | 0.27% | 0.27% |
Tech Mahindra Limited IT - Software | 0.82% | 0.27% | 0.27% |
ICICI Prudential Mutual Fund Capital Markets | 1.94% | 0.23% | 0.23% |
MEESHO LTD Retailing | 0.01% | 0.04% | 0.01% |
Unique to ADITYA BIRLA SUN LIFE ESG INTE
All top holdings are shared with the other fund.
Unique to Axis ELSS Tax Saver
- Larsen & Toubro Limited2.97%
- Reliance Industries Limited2.82%
- Pidilite Industries Limited2.25%
Sector Overlap Breakdown
Banks18.9% (5)
IT - Software5.3% (3)
Finance4.1% (2)
Telecom - Services3.7% (1)
Automobiles3.5% (2)
Pharmaceuticals & Biotechnology2.6% (3)
Retailing2.3% (3)
Auto Components2.0% (3)
Consumer Durables1.3% (1)
Diversified FMCG1.0% (1)
Healthcare Services0.9% (1)
Beverages0.7% (1)
Insurance0.5% (1)
Transport Services0.4% (1)
Personal Products0.3% (1)
Capital Markets0.2% (1)
More comparisons for ADITYA BIRLA SUN LIFE ESG INTE
- vs ADITYA BIRLA SUN LIFE LARGE CA54.0% · 34 stocks
- vs CANARA ROBECO LARGE CAP52.5% · 29 stocks
- vs HDFC NIFTY 50 ETF51.8% · 23 stocks
- vs HDFC Nifty 50 Index51.8% · 23 stocks
- vs ICICI Prudential Nifty 50 ETF51.8% · 23 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.