ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs DSP ELSS Tax Saver Fund

ABSL vs DSP· Portfolio Overlap Analysis

48.0%High Overlap
20 common stocksRank #12163 / 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 (20)

StockWt% in ADITYA BIRLA SUN LIFE ESG INTEWt% in DSP ELSS Tax SaverOverlap
ICICI Bank Limited
Banks
8.61%8.06%8.06%
HDFC Bank Limited
Banks
5.05%8.03%5.05%
Axis Bank Limited
Banks
3.84%6.23%3.84%
Infosys Limited
IT - Software
3.75%3.74%3.74%
State Bank of India
Banks
3.47%4.57%3.47%
Bharti Airtel Limited
Telecom - Services
4.29%2.93%2.93%
Kotak Mahindra Bank Limited
Banks
3.85%2.73%2.73%
Mahindra & Mahindra Limited
Automobiles
2.35%2.53%2.35%
Tata Consultancy Services Limited
IT - Software
2.23%2.26%2.23%
Samvardhana Motherson International Limited
Auto Components
1.84%2.53%1.84%
Shriram Finance Ltd
Finance
2.22%1.63%1.63%
Hindustan Unilever Limited
Diversified FMCG
2.11%1.55%1.55%
Indus Towers Limited
Telecom - Services
1.54%1.60%1.54%
AU Small Finance Bank Limited
Banks
2.10%1.29%1.29%
Eternal Limited
Retailing
1.87%1.27%1.27%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.18%1.41%1.18%
SBI Life Insurance Company Limited
Insurance
1.03%1.34%1.03%
Coforge Limited
IT - Software
0.90%1.26%0.90%
PNB Housing Finance Limited
Finance
0.81%1.11%0.81%
Cipla Limited
Pharmaceuticals & Biotechnology
0.61%1.46%0.61%

Unique to ADITYA BIRLA SUN LIFE ESG INTE

  • TVS Motor Company Limited2.94%
  • Bajaj Finance Limited2.47%

Unique to DSP ELSS Tax Saver

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
24.4% (6)
IT - Software
6.9% (3)
Telecom - Services
4.5% (2)
Finance
2.4% (2)
Automobiles
2.4% (1)
Auto Components
1.8% (1)
Pharmaceuticals & Biotechnology
1.8% (2)
Diversified FMCG
1.6% (1)
Retailing
1.3% (1)
Insurance
1.0% (1)

More comparisons for ADITYA BIRLA SUN LIFE ESG INTE

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