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)

StockWt% in ADITYA BIRLA SUN LIFE LARGE CAWt% in Franklin India ELSS Tax SaverOverlap
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

Banks
25.9% (5)
IT - Software
5.3% (2)
Construction
4.0% (1)
Telecom - Services
3.5% (1)
Petroleum Products
3.2% (1)
Automobiles
2.8% (1)
Power
2.1% (1)
Retailing
1.8% (1)
Healthcare Services
1.2% (1)
Finance
1.1% (1)
Beverages
0.9% (1)
Pharmaceuticals & Biotechnology
0.9% (1)
Food Products
0.6% (1)
Fertilizers & Agrochemicals
0.4% (1)
Consumer Durables
0.4% (1)

More comparisons for ADITYA BIRLA SUN LIFE LARGE CA

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