Bajaj Finserv ELSS Tax Saver Fund vs Bajaj Finserv Large Cap Fund
Bajaj vs Bajaj· Portfolio Overlap Analysis
46.3%High Overlap
14 common stocksRank #14226 / 20,000
Investor takeaway: At 46.3% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (14)
| Stock | Wt% in Bajaj Finserv ELSS Tax Saver | Wt% in Bajaj Finserv Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.41% | 7.48% | 7.41% |
ICICI Bank Limited Banks | 5.78% | 7.21% | 5.78% |
Reliance Industries Limited Petroleum Products | 6.50% | 4.95% | 4.95% |
State Bank of India Banks | 5.85% | 4.42% | 4.42% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 3.64% | 4.27% | 3.64% |
IndusInd Bank Limited Banks | 3.46% | 3.56% | 3.46% |
Larsen & Toubro Limited Construction | 3.25% | 3.94% | 3.25% |
Infosys Limited IT - Software | 3.05% | 2.58% | 2.58% |
Tata Steel Limited Ferrous Metals | 2.04% | 2.50% | 2.04% |
Eternal Limited Retailing | 2.02% | 2.04% | 2.02% |
Vedanta Limited Diversified Metals | 2.83% | 1.99% | 1.99% |
Kotak Mahindra Bank Limited Banks | 1.90% | 2.99% | 1.90% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.85% | 3.88% | 1.85% |
Nestle India Limited Food Products | 0.96% | 3.42% | 0.96% |
Unique to Bajaj Finserv ELSS Tax Saver
- Timken India Limited2.74%
Unique to Bajaj Finserv Large Cap
- NTPC Limited4.49%
- UltraTech Cement Limited4.11%
- LG Electronics India Ltd3.82%
Sector Overlap Breakdown
Banks23.0% (5)
Pharmaceuticals & Biotechnology5.5% (2)
Petroleum Products5.0% (1)
Construction3.3% (1)
IT - Software2.6% (1)
Ferrous Metals2.0% (1)
Retailing2.0% (1)
Diversified Metals2.0% (1)
Food Products1.0% (1)
More comparisons for Bajaj Finserv Large Cap
- vs Axis Large Cap54.6% · 20 stocks
- vs Kotak Large Cap54.5% · 20 stocks
- vs Baroda BNP Paribas Nifty 50 In54.0% · 22 stocks
- vs HDFC NIFTY 50 ETF54.0% · 22 stocks
- vs HDFC Nifty 50 Index54.0% · 22 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.