ADITYA BIRLA SUN LIFE LARGE CAP FUND vs Axis ELSS Tax Saver Fund

ABSL vs Axis· Portfolio Overlap Analysis

53.8%High Overlap
40 common stocksRank #7339 / 20,000

Investor takeaway: At 53.8% 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 (40)

StockWt% in ADITYA BIRLA SUN LIFE LARGE CAWt% in Axis ELSS Tax SaverOverlap
ICICI Bank Limited
Banks
7.49%7.31%7.31%
HDFC Bank Limited
Banks
7.25%6.54%6.54%
Bharti Airtel Limited
Telecom - Services
3.52%3.71%3.52%
Infosys Limited
IT - Software
4.32%3.38%3.38%
State Bank of India
Banks
4.06%2.99%2.99%
Larsen & Toubro Limited
Construction
3.98%2.97%2.97%
Reliance Industries Limited
Petroleum Products
4.77%2.82%2.82%
Mahindra & Mahindra Limited
Automobiles
3.42%2.61%2.61%
Kotak Mahindra Bank Limited
Banks
3.76%1.92%1.92%
Eternal Limited
Retailing
1.83%2.15%1.83%
Axis Bank Limited
Banks
4.24%1.65%1.65%
Bajaj Finance Limited
Finance
1.50%3.34%1.50%
Titan Company Limited
Consumer Durables
1.48%1.34%1.34%
UltraTech Cement Limited
Cement & Cement Products
1.25%2.20%1.25%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.76%1.23%1.23%
Cholamandalam Investment and Finance Company Limited
Finance
1.05%1.96%1.05%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.21%0.87%0.87%
Hindustan Unilever Limited
Diversified FMCG
0.84%1.02%0.84%
Shriram Finance Ltd
Finance
0.72%1.60%0.72%
HDFC Life Insurance Company Limited
Insurance
0.67%1.22%0.67%
Tata Consultancy Services Limited
IT - Software
0.65%1.67%0.65%
Cummins India Limited
Industrial Products
0.62%1.00%0.62%
ICICI Lombard General Insurance Company Limited
Insurance
0.60%0.54%0.54%
Trent Limited
Retailing
0.87%0.49%0.49%
Avenue Supermarts Limited
Retailing
0.98%0.46%0.46%
TVS Motor Company Limited
Automobiles
0.45%1.17%0.45%
Bajaj Finserv Limited
Finance
0.93%0.44%0.44%
PI Industries Litmited
Fertilizers & Agrochemicals
0.44%1.62%0.44%
Samvardhana Motherson International Limited
Auto Components
0.66%0.37%0.37%
Persistent Systems Limited
IT - Software
1.14%0.36%0.36%
Delhivery Ltd
Transport Services
0.33%0.34%0.33%
Varun Beverages Limited
Beverages
0.30%0.73%0.30%
Godrej Consumer Products Limited
Personal Products
1.52%0.27%0.27%
Tech Mahindra Limited
IT - Software
0.96%0.27%0.27%
ITC Limited
Diversified FMCG
1.14%0.24%0.24%
Info Edge (India) Limited
Retailing
0.29%0.23%0.23%
Sona BLW Precision Forgings Limited
Auto Components
0.18%1.03%0.18%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.13%1.67%0.13%
MEESHO LTD
Retailing
0.67%0.04%0.04%
Crompton Greaves Consumer Electricals Limited
Consumer Durables
0.84%0.01%0.01%

Unique to ADITYA BIRLA SUN LIFE LARGE CA

All top holdings are shared with the other fund.

Unique to Axis ELSS Tax Saver

  • Pidilite Industries Limited2.25%

Sector Overlap Breakdown

Banks
20.4% (5)
IT - Software
4.7% (4)
Finance
3.7% (4)
Telecom - Services
3.5% (1)
Automobiles
3.1% (2)
Retailing
3.0% (5)
Construction
3.0% (1)
Petroleum Products
2.8% (1)
Consumer Durables
1.4% (2)
Cement & Cement Products
1.3% (1)
Pharmaceuticals & Biotechnology
1.2% (1)
Insurance
1.2% (2)
Diversified FMCG
1.1% (2)
Healthcare Services
0.9% (1)
Industrial Products
0.6% (1)
Auto Components
0.6% (2)
Fertilizers & Agrochemicals
0.4% (1)
Transport Services
0.3% (1)
Beverages
0.3% (1)
Personal Products
0.3% (1)
Electrical Equipment
0.1% (1)

More comparisons for ADITYA BIRLA SUN LIFE LARGE CA

More comparisons for Axis ELSS Tax Saver

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