ADITYA BIRLA SUN LIFE LARGE CAP FUND vs EDELWEISS ELSS TAX SAVER FUND

ABSL vs Edelweiss· Portfolio Overlap Analysis

48.0%High Overlap

34 common stocksRank #12242 / 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 (34)

Stock	Wt% in ADITYA BIRLA SUN LIFE LARGE CA	Wt% in EDELWEISS ELSS TAX SAVER	Overlap
HDFC Bank Limited Banks	7.25%	5.05%	5.05%
Reliance Industries Limited Petroleum Products	4.77%	4.91%	4.77%
Bharti Airtel Limited Telecom - Services	3.52%	3.59%	3.52%
Larsen & Toubro Limited Construction	3.98%	3.26%	3.26%
ICICI Bank Limited Banks	7.49%	3.21%	3.21%
State Bank of India Banks	4.06%	3.05%	3.05%
NTPC Limited Power	2.20%	2.12%	2.12%
Mahindra & Mahindra Limited Automobiles	3.42%	1.88%	1.88%
Infosys Limited IT - Software	4.32%	1.63%	1.63%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	1.76%	1.56%	1.56%
Axis Bank Limited Banks	4.24%	1.32%	1.32%
UltraTech Cement Limited Cement & Cement Products	1.25%	1.25%	1.25%
Kotak Mahindra Bank Limited Banks	3.76%	1.22%	1.22%
SBI Life Insurance Company Limited Insurance	1.87%	1.20%	1.20%
HCL Technologies Limited IT - Software	1.47%	1.09%	1.09%
Cholamandalam Investment and Finance Company Limited Finance	1.05%	1.16%	1.05%
Tech Mahindra Limited IT - Software	0.96%	1.04%	0.96%
Titan Company Limited Consumer Durables	1.48%	0.93%	0.93%
ITC Limited Diversified FMCG	1.14%	0.89%	0.89%
Persistent Systems Limited IT - Software	1.14%	0.88%	0.88%
Trent Limited Retailing	0.87%	1.35%	0.87%
Maruti Suzuki India Limited Automobiles	1.82%	0.85%	0.85%
Hindustan Unilever Limited Diversified FMCG	0.84%	0.84%	0.84%
Shriram Finance Ltd Finance	0.72%	1.45%	0.72%
Samvardhana Motherson International Limited Auto Components	0.66%	1.29%	0.66%
Tata Consultancy Services Limited IT - Software	0.65%	0.90%	0.65%
Bajaj Finance Limited Finance	1.50%	0.53%	0.53%
Bharat Petroleum Corporation Limited Petroleum Products	0.51%	0.84%	0.51%
Hindalco Industries Limited Non - Ferrous Metals	1.55%	0.48%	0.48%
TVS Motor Company Limited Automobiles	0.45%	0.92%	0.45%
Swiggy Ltd Retailing	0.74%	0.34%	0.34%
CG Power and Industrial Solutions Limited Electrical Equipment	0.13%	0.39%	0.13%
Pine Labs Ltd Financial Technology (Fintech)	0.37%	0.10%	0.10%
Kwality Wall's India Ltd Food Products	0.01%	0.01%	0.01%

Unique to ADITYA BIRLA SUN LIFE LARGE CA

All top holdings are shared with the other fund.

Unique to EDELWEISS ELSS TAX SAVER

Multi Commodity Exchange Of India Ltd.2.38%
Bharat Electronics Ltd.2.23%
Muthoot Finance Ltd.2.17%
BSE Ltd.2.15%

Sector Overlap Breakdown

Banks

13.8% (5)

Petroleum Products

5.3% (2)

IT - Software

5.2% (5)

Telecom - Services

3.5% (1)

Construction

3.3% (1)

Automobiles

3.2% (3)

Finance

2.3% (3)

Power

2.1% (1)

Diversified FMCG

1.7% (2)

Pharmaceuticals & Biotechnology

1.6% (1)

Cement & Cement Products

1.3% (1)

Retailing

1.2% (2)

Insurance

1.2% (1)

Consumer Durables

0.9% (1)

Auto Components

0.7% (1)

Non - Ferrous Metals

0.5% (1)

Electrical Equipment

0.1% (1)

Financial Technology (Fintech)

0.1% (1)

Food Products

0.0% (1)

More comparisons for ADITYA BIRLA SUN LIFE LARGE CA

vs CANARA ROBECO LARGE CAP67.0% · 38 stocks
vs Parag Parikh Large Cap66.9% · 47 stocks
vs Axis Nifty 100 Index66.8% · 47 stocks
vs HDFC NIFTY 100 ETF66.8% · 47 stocks
vs ICICI Prudential Nifty 100 ETF66.8% · 47 stocks

More comparisons for EDELWEISS ELSS TAX SAVER

vs EDELWEISS FLEXI-CAP60.3% · 57 stocks
vs EDELWEISS MULTI CAP57.6% · 67 stocks
vs EDELWEISS LARGE & MID CAP54.5% · 58 stocks
vs Axis Value53.4% · 47 stocks
vs IB33-GROWW NIFTY 200 ETF53.1% · 66 stocks

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