ADITYA BIRLA SUN LIFE LARGE CAP FUND vs PGIM INDIA ELSS TAX SAVER FUND
ABSL vs PGIM· Portfolio Overlap Analysis
47.1%High Overlap
26 common stocksRank #13120 / 20,000
Investor takeaway: At 47.1% 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 (26)
| Stock | Wt% in ADITYA BIRLA SUN LIFE LARGE CA | Wt% in PGIM INDIA ELSS TAX SAVER | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.25% | 8.22% | 7.25% |
ICICI Bank Limited Banks | 7.49% | 6.82% | 6.82% |
Reliance Industries Limited Petroleum Products | 4.77% | 4.91% | 4.77% |
Bharti Airtel Limited Telecom - Services | 3.52% | 3.84% | 3.52% |
Larsen & Toubro Limited Construction | 3.98% | 3.40% | 3.40% |
Kotak Mahindra Bank Limited Banks | 3.76% | 2.40% | 2.40% |
State Bank of India Banks | 4.06% | 2.38% | 2.38% |
Eternal Limited Retailing | 1.83% | 1.79% | 1.79% |
Infosys Limited IT - Software | 4.32% | 1.69% | 1.69% |
Bajaj Finance Limited Finance | 1.50% | 2.87% | 1.50% |
Titan Company Limited Consumer Durables | 1.48% | 1.51% | 1.48% |
UltraTech Cement Limited Cement & Cement Products | 1.25% | 2.48% | 1.25% |
SBI Life Insurance Company Limited Insurance | 1.87% | 1.21% | 1.21% |
Persistent Systems Limited IT - Software | 1.14% | 1.55% | 1.14% |
Cholamandalam Investment and Finance Company Limited Finance | 1.05% | 1.64% | 1.05% |
Mahindra & Mahindra Limited Automobiles | 3.42% | 0.98% | 0.98% |
ITC Limited Diversified FMCG | 1.14% | 0.70% | 0.70% |
Tata Consultancy Services Limited IT - Software | 0.65% | 1.58% | 0.65% |
United Spirits Limited Beverages | 0.92% | 0.63% | 0.63% |
ICICI Lombard General Insurance Company Limited Insurance | 0.60% | 2.59% | 0.60% |
Bharat Petroleum Corporation Limited Petroleum Products | 0.51% | 0.53% | 0.51% |
TVS Motor Company Limited Automobiles | 0.45% | 1.12% | 0.45% |
Pine Labs Ltd Financial Technology (Fintech) | 0.37% | 0.43% | 0.37% |
Varun Beverages Limited Beverages | 0.30% | 1.94% | 0.30% |
Sona BLW Precision Forgings Limited Auto Components | 0.18% | 0.70% | 0.18% |
CG Power and Industrial Solutions Limited Electrical Equipment | 0.13% | 1.10% | 0.13% |
Unique to ADITYA BIRLA SUN LIFE LARGE CA
- Axis Bank Limited4.24%
Unique to PGIM INDIA ELSS TAX SAVER
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks18.9% (4)
Petroleum Products5.3% (2)
Telecom - Services3.5% (1)
IT - Software3.5% (3)
Construction3.4% (1)
Finance2.5% (2)
Insurance1.8% (2)
Retailing1.8% (1)
Consumer Durables1.5% (1)
Automobiles1.4% (2)
Cement & Cement Products1.3% (1)
Beverages0.9% (2)
Diversified FMCG0.7% (1)
Financial Technology (Fintech)0.4% (1)
Auto Components0.2% (1)
Electrical Equipment0.1% (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 PGIM INDIA ELSS TAX SAVER
- vs PGIM INDIA FLEXI CAP64.7% · 47 stocks
- vs PGIM INDIA LARGE CAP62.0% · 32 stocks
- vs PGIM INDIA MULTI CAP60.5% · 56 stocks
- vs PGIM INDIA RETIREMENT59.6% · 52 stocks
- vs CANARA ROBECO LARGE CAP58.0% · 30 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.