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)

StockWt% in ADITYA BIRLA SUN LIFE LARGE CAWt% in PGIM INDIA ELSS TAX SAVEROverlap
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

Banks
18.9% (4)
Petroleum Products
5.3% (2)
Telecom - Services
3.5% (1)
IT - Software
3.5% (3)
Construction
3.4% (1)
Finance
2.5% (2)
Insurance
1.8% (2)
Retailing
1.8% (1)
Consumer Durables
1.5% (1)
Automobiles
1.4% (2)
Cement & Cement Products
1.3% (1)
Beverages
0.9% (2)
Diversified FMCG
0.7% (1)
Financial Technology (Fintech)
0.4% (1)
Auto Components
0.2% (1)
Electrical Equipment
0.1% (1)

More comparisons for ADITYA BIRLA SUN LIFE LARGE CA

More comparisons for PGIM INDIA ELSS TAX SAVER

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