ADITYA BIRLA SUN LIFE LARGE CAP FUND vs Shriram ELSS Tax Saver Fund
ABSL vs Shriram· Portfolio Overlap Analysis
46.2%High Overlap
23 common stocksRank #14244 / 20,000
Investor takeaway: At 46.2% 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 (23)
| Stock | Wt% in ADITYA BIRLA SUN LIFE LARGE CA | Wt% in Shriram ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.25% | 7.23% | 7.23% |
ICICI Bank Limited Banks | 7.49% | 4.93% | 4.93% |
State Bank of India Banks | 4.06% | 4.73% | 4.06% |
Bharti Airtel Limited Telecom - Services | 3.52% | 3.81% | 3.52% |
Reliance Industries Limited Petroleum Products | 4.77% | 3.16% | 3.16% |
Axis Bank Limited Banks | 4.24% | 3.11% | 3.11% |
Mahindra & Mahindra Limited Automobiles | 3.42% | 2.94% | 2.94% |
Infosys Limited IT - Software | 4.32% | 2.79% | 2.79% |
Larsen & Toubro Limited Construction | 3.98% | 2.62% | 2.62% |
NTPC Limited Power | 2.20% | 2.57% | 2.20% |
SBI Life Insurance Company Limited Insurance | 1.87% | 1.31% | 1.31% |
ITC Limited Diversified FMCG | 1.14% | 1.85% | 1.14% |
Eternal Limited Retailing | 1.83% | 0.96% | 0.96% |
Maruti Suzuki India Limited Automobiles | 1.82% | 0.94% | 0.94% |
HCL Technologies Limited IT - Software | 1.47% | 0.91% | 0.91% |
Tech Mahindra Limited IT - Software | 0.96% | 0.83% | 0.83% |
Swiggy Ltd Retailing | 0.74% | 0.70% | 0.70% |
Tata Consultancy Services Limited IT - Software | 0.65% | 1.78% | 0.65% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.21% | 0.55% | 0.55% |
Bharat Petroleum Corporation Limited Petroleum Products | 0.51% | 2.01% | 0.51% |
TVS Motor Company Limited Automobiles | 0.45% | 1.55% | 0.45% |
Persistent Systems Limited IT - Software | 1.14% | 0.42% | 0.42% |
Varun Beverages Limited Beverages | 0.30% | 0.56% | 0.30% |
Unique to ADITYA BIRLA SUN LIFE LARGE CA
- Kotak Mahindra Bank Limited3.76%
Unique to Shriram ELSS Tax Saver
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks19.3% (4)
IT - Software5.6% (5)
Automobiles4.3% (3)
Petroleum Products3.7% (2)
Telecom - Services3.5% (1)
Construction2.6% (1)
Power2.2% (1)
Retailing1.7% (2)
Insurance1.3% (1)
Diversified FMCG1.1% (1)
Healthcare Services0.6% (1)
Beverages0.3% (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 Shriram ELSS Tax Saver
- vs Shriram Flexi Cap96.1% · 70 stocks
- vs Shriram Balanced Advantage54.1% · 43 stocks
- vs Kotak Large Cap53.4% · 25 stocks
- vs Shriram Aggressive Hybrid53.3% · 47 stocks
- vs EDELWEISS LARGE CAP53.0% · 31 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.