ADITYA BIRLA SUN LIFE LARGE CAP FUND vs Franklin India ELSS Tax Saver Fund
ABSL vs Franklin· Portfolio Overlap Analysis
54.1%High Overlap
20 common stocksRank #7205 / 20,000
Investor takeaway: At 54.1% 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)
| Stock | Wt% in ADITYA BIRLA SUN LIFE LARGE CA | Wt% in Franklin India ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.25% | 9.04% | 7.25% |
ICICI Bank Limited Banks | 7.49% | 7.10% | 7.10% |
Axis Bank Limited Banks | 4.24% | 5.35% | 4.24% |
State Bank of India Banks | 4.06% | 5.31% | 4.06% |
Larsen & Toubro Limited Construction | 3.98% | 5.90% | 3.98% |
Infosys Limited IT - Software | 4.32% | 3.81% | 3.81% |
Bharti Airtel Limited Telecom - Services | 3.52% | 3.50% | 3.50% |
Kotak Mahindra Bank Limited Banks | 3.76% | 3.23% | 3.23% |
Reliance Industries Limited Petroleum Products | 4.77% | 3.20% | 3.20% |
Mahindra & Mahindra Limited Automobiles | 3.42% | 2.75% | 2.75% |
NTPC Limited Power | 2.20% | 2.13% | 2.13% |
Eternal Limited Retailing | 1.83% | 2.88% | 1.83% |
HCL Technologies Limited IT - Software | 1.47% | 3.17% | 1.47% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.21% | 2.38% | 1.21% |
Cholamandalam Investment and Finance Company Limited Finance | 1.05% | 1.44% | 1.05% |
United Spirits Limited Beverages | 0.92% | 1.96% | 0.92% |
Cipla Limited Pharmaceuticals & Biotechnology | 0.90% | 0.89% | 0.89% |
Britannia Industries Limited Food Products | 0.61% | 1.57% | 0.61% |
PI Industries Litmited Fertilizers & Agrochemicals | 0.44% | 0.73% | 0.44% |
Whirlpool of India Limited Consumer Durables | 0.48% | 0.42% | 0.42% |
Unique to ADITYA BIRLA SUN LIFE LARGE CA
All top holdings are shared with the other fund.
Unique to Franklin India ELSS Tax Saver
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks25.9% (5)
IT - Software5.3% (2)
Construction4.0% (1)
Telecom - Services3.5% (1)
Petroleum Products3.2% (1)
Automobiles2.8% (1)
Power2.1% (1)
Retailing1.8% (1)
Healthcare Services1.2% (1)
Finance1.1% (1)
Beverages0.9% (1)
Pharmaceuticals & Biotechnology0.9% (1)
Food Products0.6% (1)
Fertilizers & Agrochemicals0.4% (1)
Consumer Durables0.4% (1)
More comparisons for ADITYA BIRLA SUN LIFE LARGE CA
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More comparisons for Franklin India ELSS Tax Saver
- vs Franklin India Flexi Cap Fund 82.6% · 42 stocks
- vs CANARA ROBECO LARGE CAP56.9% · 22 stocks
- vs HDFC BSE Sensex Index56.7% · 16 stocks
- vs HDFC BSE SENSEX ETF56.7% · 16 stocks
- vs ICICI Prudential BSE Sensex ET56.7% · 16 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.