ADITYA BIRLA SUN LIFE LARGE CAP FUND vs Kotak ELSS Tax Saver Fund
ABSL vs Kotak· Portfolio Overlap Analysis
45.0%High Overlap
22 common stocksRank #15993 / 20,000
Investor takeaway: At 45.0% 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 (22)
| Stock | Wt% in ADITYA BIRLA SUN LIFE LARGE CA | Wt% in Kotak ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.25% | 8.38% | 7.25% |
ICICI Bank Limited Banks | 7.49% | 4.99% | 4.99% |
State Bank of India Banks | 4.06% | 5.96% | 4.06% |
Bharti Airtel Limited Telecom - Services | 3.52% | 3.60% | 3.52% |
Infosys Limited IT - Software | 4.32% | 2.82% | 2.82% |
Larsen & Toubro Limited Construction | 3.98% | 2.60% | 2.60% |
NTPC Limited Power | 2.20% | 2.81% | 2.20% |
Axis Bank Limited Banks | 4.24% | 2.18% | 2.18% |
Mahindra & Mahindra Limited Automobiles | 3.42% | 1.87% | 1.87% |
Eternal Limited Retailing | 1.83% | 2.33% | 1.83% |
Reliance Industries Limited Petroleum Products | 4.77% | 1.80% | 1.80% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.76% | 2.05% | 1.76% |
Bajaj Finance Limited Finance | 1.50% | 2.47% | 1.50% |
Kotak Mahindra Bank Limited Banks | 3.76% | 1.47% | 1.47% |
UltraTech Cement Limited Cement & Cement Products | 1.25% | 1.90% | 1.25% |
Tech Mahindra Limited IT - Software | 0.96% | 2.88% | 0.96% |
United Spirits Limited Beverages | 0.92% | 0.98% | 0.92% |
Britannia Industries Limited Food Products | 0.61% | 2.69% | 0.61% |
Bharat Petroleum Corporation Limited Petroleum Products | 0.51% | 2.43% | 0.51% |
TVS Motor Company Limited Automobiles | 0.45% | 1.07% | 0.45% |
Swiggy Ltd Retailing | 0.74% | 0.26% | 0.26% |
Lenskart Solutions Ltd Retailing | 0.22% | 0.58% | 0.22% |
Unique to ADITYA BIRLA SUN LIFE LARGE CA
All top holdings are shared with the other fund.
Unique to Kotak ELSS Tax Saver
- Hero MotoCorp Ltd.2.70%
Sector Overlap Breakdown
Banks19.9% (5)
IT - Software3.8% (2)
Telecom - Services3.5% (1)
Construction2.6% (1)
Automobiles2.3% (2)
Retailing2.3% (3)
Petroleum Products2.3% (2)
Power2.2% (1)
Pharmaceuticals & Biotechnology1.8% (1)
Finance1.5% (1)
Cement & Cement Products1.3% (1)
Beverages0.9% (1)
Food Products0.6% (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 Kotak ELSS Tax Saver
- vs Kotak Large & Midcap57.2% · 34 stocks
- vs Kotak ESG Exclusionary Strateg55.2% · 25 stocks
- vs Kotak Contra54.6% · 30 stocks
- vs Kotak Large Cap54.5% · 27 stocks
- vs Kotak Flexicap51.0% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.