ADITYA BIRLA SUN LIFE LARGE CAP FUND vs Mahindra Manulife ELSS Tax Saver Fund

ABSL vs Mahindra· Portfolio Overlap Analysis

50.3%High Overlap
30 common stocksRank #9966 / 20,000

Investor takeaway: At 50.3% 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 (30)

StockWt% in ADITYA BIRLA SUN LIFE LARGE CAWt% in Mahindra Manulife ELSS Tax SavOverlap
ICICI Bank Limited
Banks
7.49%7.87%7.49%
HDFC Bank Limited
Banks
7.25%7.46%7.25%
Reliance Industries Limited
Petroleum Products
4.77%5.17%4.77%
Infosys Limited
IT - Software
4.32%3.91%3.91%
Axis Bank Limited
Banks
4.24%3.55%3.55%
State Bank of India
Banks
4.06%3.12%3.12%
Larsen & Toubro Limited
Construction
3.98%3.02%3.02%
Bharti Airtel Limited
Telecom - Services
3.52%1.81%1.81%
Bajaj Finance Limited
Finance
1.50%3.59%1.50%
Titan Company Limited
Consumer Durables
1.48%1.76%1.48%
Maruti Suzuki India Limited
Automobiles
1.82%1.40%1.40%
UltraTech Cement Limited
Cement & Cement Products
1.25%2.22%1.25%
NTPC Limited
Power
2.20%1.22%1.22%
Avenue Supermarts Limited
Retailing
0.98%1.52%0.98%
Tech Mahindra Limited
IT - Software
0.96%1.35%0.96%
Crompton Greaves Consumer Electricals Limited
Consumer Durables
0.84%0.99%0.84%
Hindustan Unilever Limited
Diversified FMCG
0.84%2.75%0.84%
Swiggy Ltd
Retailing
0.74%0.85%0.74%
Tata Consultancy Services Limited
IT - Software
0.65%3.00%0.65%
Britannia Industries Limited
Food Products
0.61%1.38%0.61%
ICICI Lombard General Insurance Company Limited
Insurance
0.60%0.78%0.60%
ICICI Prudential Life Insurance Company Limited
Insurance
0.50%1.34%0.50%
TVS Motor Company Limited
Automobiles
0.45%1.48%0.45%
Bandhan Bank Limited
Banks
0.34%1.01%0.34%
Info Edge (India) Limited
Retailing
0.29%1.15%0.29%
Dabur India Limited
Personal Products
0.25%0.94%0.25%
Lenskart Solutions Ltd
Retailing
0.22%0.46%0.22%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.13%0.97%0.13%
Mahindra & Mahindra Limited
Automobiles
3.42%0.07%0.07%
Kwality Wall's India Ltd
Food Products
0.01%0.03%0.01%

Unique to ADITYA BIRLA SUN LIFE LARGE CA

  • Kotak Mahindra Bank Limited3.76%

Unique to Mahindra Manulife ELSS Tax Sav

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
21.8% (5)
IT - Software
5.5% (3)
Petroleum Products
4.8% (1)
Construction
3.0% (1)
Consumer Durables
2.3% (2)
Retailing
2.2% (4)
Automobiles
1.9% (3)
Telecom - Services
1.8% (1)
Finance
1.5% (1)
Cement & Cement Products
1.3% (1)
Power
1.2% (1)
Insurance
1.1% (2)
Diversified FMCG
0.8% (1)
Food Products
0.6% (2)
Personal Products
0.3% (1)
Electrical Equipment
0.1% (1)

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