ADITYA BIRLA SUN LIFE LARGE CAP FUND vs IB11-Groww ELSS Tax Saver Fund

ABSL vs Groww· Portfolio Overlap Analysis

55.1%High Overlap
31 common stocksRank #6848 / 20,000

Investor takeaway: At 55.1% 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 (31)

StockWt% in ADITYA BIRLA SUN LIFE LARGE CAWt% in IB11-Groww ELSS Tax SaverOverlap
HDFC Bank Limited
Banks
7.25%8.05%7.25%
ICICI Bank Limited
Banks
7.49%5.75%5.75%
Reliance Industries Limited
Petroleum Products
4.77%5.46%4.77%
State Bank of India
Banks
4.06%3.53%3.53%
Larsen & Toubro Limited
Construction
3.98%3.35%3.35%
Bharti Airtel Limited
Telecom - Services
3.52%3.23%3.23%
Axis Bank Limited
Banks
4.24%2.60%2.60%
Infosys Limited
IT - Software
4.32%2.49%2.49%
Mahindra & Mahindra Limited
Automobiles
3.42%2.35%2.35%
Kotak Mahindra Bank Limited
Banks
3.76%2.23%2.23%
Maruti Suzuki India Limited
Automobiles
1.82%1.77%1.77%
Hindalco Industries Limited
Non - Ferrous Metals
1.55%1.66%1.55%
Bajaj Finance Limited
Finance
1.50%1.67%1.50%
Titan Company Limited
Consumer Durables
1.48%1.27%1.27%
Eternal Limited
Retailing
1.83%1.15%1.15%
ITC Limited
Diversified FMCG
1.14%1.54%1.14%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.76%1.04%1.04%
UltraTech Cement Limited
Cement & Cement Products
1.25%1.00%1.00%
Vedanta Limited
Diversified Metals
0.87%1.33%0.87%
Hindustan Unilever Limited
Diversified FMCG
0.84%1.29%0.84%
Swiggy Ltd
Retailing
0.74%1.02%0.74%
Shriram Finance Ltd
Finance
0.72%1.36%0.72%
NTPC Limited
Power
2.20%0.70%0.70%
Tata Consultancy Services Limited
IT - Software
0.65%1.08%0.65%
ICICI Lombard General Insurance Company Limited
Insurance
0.60%1.03%0.60%
Persistent Systems Limited
IT - Software
1.14%0.52%0.52%
HCL Technologies Limited
IT - Software
1.47%0.50%0.50%
TVS Motor Company Limited
Automobiles
0.45%1.36%0.45%
Info Edge (India) Limited
Retailing
0.29%0.86%0.29%
Suzlon Energy Limited
Electrical Equipment
0.29%0.86%0.29%
Kwality Wall's India Ltd
Food Products
0.01%0.02%0.01%

Unique to ADITYA BIRLA SUN LIFE LARGE CA

All top holdings are shared with the other fund.

Unique to IB11-Groww ELSS Tax Saver

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
21.4% (5)
Petroleum Products
4.8% (1)
Automobiles
4.6% (3)
IT - Software
4.2% (4)
Construction
3.4% (1)
Telecom - Services
3.2% (1)
Finance
2.2% (2)
Retailing
2.2% (3)
Diversified FMCG
2.0% (2)
Non - Ferrous Metals
1.6% (1)
Consumer Durables
1.3% (1)
Pharmaceuticals & Biotechnology
1.0% (1)
Cement & Cement Products
1.0% (1)
Diversified Metals
0.9% (1)
Power
0.7% (1)
Insurance
0.6% (1)
Electrical Equipment
0.3% (1)
Food Products
0.0% (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.