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

ABSL vs SBI· Portfolio Overlap Analysis

46.4%High Overlap
27 common stocksRank #14094 / 20,000

Investor takeaway: At 46.4% 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 (27)

StockWt% in ADITYA BIRLA SUN LIFE LARGE CAWt% in SBI ELSS Tax SaverOverlap
ICICI Bank Limited
Banks
7.49%7.74%7.49%
Reliance Industries Limited
Petroleum Products
4.77%4.89%4.77%
HDFC Bank Limited
Banks
7.25%4.44%4.44%
Axis Bank Limited
Banks
4.24%4.29%4.24%
State Bank of India
Banks
4.06%4.61%4.06%
Kotak Mahindra Bank Limited
Banks
3.76%4.23%3.76%
Mahindra & Mahindra Limited
Automobiles
3.42%2.66%2.66%
Infosys Limited
IT - Software
4.32%2.05%2.05%
Bharti Airtel Limited
Telecom - Services
3.52%1.79%1.79%
Hindalco Industries Limited
Non - Ferrous Metals
1.55%1.42%1.42%
Tech Mahindra Limited
IT - Software
0.96%1.60%0.96%
Cipla Limited
Pharmaceuticals & Biotechnology
0.90%2.56%0.90%
Bajaj Finance Limited
Finance
1.50%0.78%0.78%
Godrej Consumer Products Limited
Personal Products
1.52%0.76%0.76%
Swiggy Ltd
Retailing
0.74%0.69%0.69%
HDFC Life Insurance Company Limited
Insurance
0.67%1.15%0.67%
Tata Consultancy Services Limited
IT - Software
0.65%1.52%0.65%
ITC Limited
Diversified FMCG
1.14%0.63%0.63%
Cummins India Limited
Industrial Products
0.62%0.58%0.58%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.76%0.52%0.52%
Bharat Petroleum Corporation Limited
Petroleum Products
0.51%1.55%0.51%
ICICI Prudential Life Insurance Company Limited
Insurance
0.50%1.40%0.50%
Cholamandalam Investment and Finance Company Limited
Finance
1.05%0.48%0.48%
Delhivery Ltd
Transport Services
0.33%0.81%0.33%
Bajaj Finserv Limited
Finance
0.93%0.32%0.32%
SANOFI CONSUMER HEALTHCARE
Pharmaceuticals & Biotechnology
0.51%0.21%0.21%
Sanofi India Limited
Pharmaceuticals & Biotechnology
0.33%0.18%0.18%

Unique to ADITYA BIRLA SUN LIFE LARGE CA

  • Larsen & Toubro Limited3.98%

Unique to SBI ELSS Tax Saver

  • Tata Steel Ltd.4.09%
  • Torrent Power Ltd.2.73%

Sector Overlap Breakdown

Banks
24.0% (5)
Petroleum Products
5.3% (2)
IT - Software
3.7% (3)
Automobiles
2.7% (1)
Pharmaceuticals & Biotechnology
1.8% (4)
Telecom - Services
1.8% (1)
Finance
1.6% (3)
Non - Ferrous Metals
1.4% (1)
Insurance
1.2% (2)
Personal Products
0.8% (1)
Retailing
0.7% (1)
Diversified FMCG
0.6% (1)
Industrial Products
0.6% (1)
Transport Services
0.3% (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.