Shriram Aggressive Hybrid Fund vs Shriram ELSS Tax Saver Fund

Shriram vs Shriram· Portfolio Overlap Analysis

53.3%High Overlap
47 common stocksRank #7562 / 20,000

Investor takeaway: At 53.3% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (47)

StockWt% in Shriram Aggressive HybridWt% in Shriram ELSS Tax SaverOverlap
HDFC Bank Ltd.
Banks
5.37%7.23%5.37%
ICICI Bank Ltd.
Banks
3.96%4.93%3.96%
Bharti Airtel Ltd.
Telecom - Services
3.25%3.81%3.25%
Reliance Industries Ltd.
Petroleum Products
4.54%3.16%3.16%
Axis Bank Ltd.
Banks
4.10%3.11%3.11%
State Bank of India
Banks
2.77%4.73%2.77%
Mahindra & Mahindra Ltd.
Automobiles
2.57%2.94%2.57%
ITC Ltd.
Diversified FMCG
2.21%1.85%1.85%
Larsen & Toubro Ltd.
Construction
1.82%2.62%1.82%
Bharat Petroleum Corporation Ltd.
Petroleum Products
1.72%2.01%1.72%
Tata Consultancy Services Ltd.
IT - Software
1.62%1.78%1.62%
Infosys Ltd.
IT - Software
1.39%2.79%1.39%
NTPC Ltd.
Power
1.33%2.57%1.33%
Bajaj Holdings & Investment Ltd.
Finance
1.52%1.26%1.26%
TVS Motor Company Ltd.
Automobiles
1.21%1.55%1.21%
InterGlobe Aviation Ltd.
Transport Services
1.12%2.20%1.12%
Eicher Motors Ltd.
Automobiles
1.04%1.59%1.04%
Bharat Electronics Ltd.
Aerospace & Defense
0.91%1.91%0.91%
Eternal Ltd.
Retailing
0.86%0.96%0.86%
Marico Ltd.
Agricultural Food & other Products
0.85%1.06%0.85%
HCL Technologies Ltd.
IT - Software
0.84%0.91%0.84%
Maruti Suzuki India Ltd.
Automobiles
0.84%0.94%0.84%
REC Ltd.
Finance
0.80%1.93%0.80%
Rainbow Children's Medicare Ltd.
Healthcare Services
0.71%0.92%0.71%
Power Grid Corporation of India Ltd.
Power
0.67%0.93%0.67%
Oil India Ltd.
Oil
0.66%0.89%0.66%
Tata Steel Ltd.
Ferrous Metals
0.60%1.39%0.60%
Kirloskar Oil Engines Ltd.
Industrial Products
0.58%1.23%0.58%
VARUN BEVERAGES LIMITED
Beverages
0.96%0.56%0.56%
Adani Ports & Special Economic Zone Ltd.
Transport Infrastructure
0.54%1.78%0.54%
Ajanta Pharma Ltd.
Pharmaceuticals & Biotechnology
0.51%1.52%0.51%
Kalpataru Projects International Ltd.
Construction
0.68%0.50%0.50%
Canara Robeco Asset Mgmt Co Ltd.
Capital Markets
0.49%0.81%0.49%
SBI Life Insurance Company Ltd.
Insurance
0.45%1.31%0.45%
R R Kabel Ltd.
Industrial Products
0.43%0.59%0.43%
Coforge Ltd.
IT - Software
1.01%0.40%0.40%
Lloyds Metals And Energy Ltd.
Minerals & Mining
0.40%0.38%0.38%
TIPS Music Ltd.
Entertainment
0.36%0.53%0.36%
Pricol Ltd.
Auto Components
0.50%0.35%0.35%
Narayana Hrudayalaya ltd.
Healthcare Services
0.32%1.08%0.32%
Swiggy Ltd.
Retailing
0.27%0.70%0.27%
Coromandel International Ltd.
Fertilizers & Agrochemicals
0.25%1.34%0.25%
BSE Ltd.
Capital Markets
0.22%0.30%0.22%
Power Mech Projects Ltd.
Construction
0.13%0.52%0.13%
Cohance Lifesciences Ltd.
Pharmaceuticals & Biotechnology
0.18%0.12%0.12%
Krsnaa Diagnostics Ltd.
Healthcare Services
0.12%0.52%0.12%
ICICI Prudential Asset Mgmt Co Ltd.
Capital Markets
0.05%0.56%0.05%

Unique to Shriram Aggressive Hybrid

  • Sun Pharmaceutical Industries Ltd.1.75%

Unique to Shriram ELSS Tax Saver

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
15.2% (4)
Automobiles
5.7% (4)
Petroleum Products
4.9% (2)
IT - Software
4.3% (4)
Telecom - Services
3.3% (1)
Construction
2.5% (3)
Finance
2.1% (2)
Power
2.0% (2)
Diversified FMCG
1.9% (1)
Healthcare Services
1.1% (3)
Retailing
1.1% (2)
Transport Services
1.1% (1)
Industrial Products
1.0% (2)
Aerospace & Defense
0.9% (1)
Agricultural Food & other Products
0.8% (1)
Capital Markets
0.8% (3)
Oil
0.7% (1)
Pharmaceuticals & Biotechnology
0.6% (2)
Ferrous Metals
0.6% (1)
Beverages
0.6% (1)
Transport Infrastructure
0.5% (1)
Insurance
0.5% (1)
Minerals & Mining
0.4% (1)
Entertainment
0.4% (1)
Auto Components
0.3% (1)
Fertilizers & Agrochemicals
0.3% (1)

More comparisons for Shriram Aggressive Hybrid

More comparisons for Shriram ELSS Tax Saver

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