Shriram ELSS Tax Saver Fund vs Shriram Multi Sector Rotation Fund
Shriram vs Shriram· Portfolio Overlap Analysis
43.1%High Overlap
29 common stocksRank #18667 / 20,000
Investor takeaway: At 43.1% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (29)
| Stock | Wt% in Shriram ELSS Tax Saver | Wt% in Shriram Multi Sector Rotation | Overlap |
|---|---|---|---|
State Bank of India Banks | 4.73% | 8.25% | 4.73% |
Bharti Airtel Ltd. Telecom - Services | 3.81% | 5.17% | 3.81% |
Axis Bank Ltd. Banks | 3.11% | 6.01% | 3.11% |
Mahindra & Mahindra Ltd. Automobiles | 2.94% | 4.98% | 2.94% |
Infosys Ltd. IT - Software | 2.79% | 3.44% | 2.79% |
InterGlobe Aviation Ltd. Transport Services | 2.20% | 2.88% | 2.20% |
Bharat Petroleum Corporation Ltd. Petroleum Products | 2.01% | 2.11% | 2.01% |
REC Ltd. Finance | 1.93% | 3.77% | 1.93% |
Tata Consultancy Services Ltd. IT - Software | 1.78% | 2.69% | 1.78% |
Adani Ports & Special Economic Zone Ltd. Transport Infrastructure | 1.78% | 2.77% | 1.78% |
Ajanta Pharma Ltd. Pharmaceuticals & Biotechnology | 1.52% | 3.18% | 1.52% |
Hindustan Petroleum Corporation Ltd. Petroleum Products | 1.51% | 1.94% | 1.51% |
Thyrocare Technologies Ltd. Healthcare Services | 1.23% | 1.63% | 1.23% |
Indian Bank Banks | 1.12% | 4.38% | 1.12% |
Eternal Ltd. Retailing | 0.96% | 2.19% | 0.96% |
Rainbow Children's Medicare Ltd. Healthcare Services | 0.92% | 1.84% | 0.92% |
Computer Age Management Services Ltd. Capital Markets | 0.90% | 2.21% | 0.90% |
Oil India Ltd. Oil | 0.89% | 2.40% | 0.89% |
Tech Mahindra Ltd. IT - Software | 0.83% | 1.89% | 0.83% |
Canara Robeco Asset Mgmt Co Ltd. Capital Markets | 0.81% | 1.03% | 0.81% |
Force Motors Ltd. Automobiles | 0.77% | 2.83% | 0.77% |
Lemon Tree Hotels Ltd. Leisure Services | 0.71% | 1.83% | 0.71% |
Swiggy Ltd. Retailing | 0.70% | 1.67% | 0.70% |
Bank of Maharashtra Banks | 0.64% | 4.05% | 0.64% |
R R Kabel Ltd. Industrial Products | 0.59% | 2.38% | 0.59% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 0.55% | 2.86% | 0.55% |
Krsnaa Diagnostics Ltd. Healthcare Services | 0.52% | 1.73% | 0.52% |
Fiem Industries Ltd. Auto Components | 0.50% | 1.00% | 0.50% |
Pricol Ltd. Auto Components | 0.35% | 1.24% | 0.35% |
Unique to Shriram ELSS Tax Saver
- HDFC Bank Ltd.7.23%
- ICICI Bank Ltd.4.93%
- Reliance Industries Ltd.3.16%
- Larsen & Toubro Ltd.2.62%
- NTPC Ltd.2.57%
Unique to Shriram Multi Sector Rotation
- Nippon Life India Asset Management Ltd.3.28%
Sector Overlap Breakdown
Banks9.6% (4)
IT - Software5.4% (3)
Telecom - Services3.8% (1)
Automobiles3.7% (2)
Petroleum Products3.5% (2)
Healthcare Services3.2% (4)
Transport Services2.2% (1)
Finance1.9% (1)
Transport Infrastructure1.8% (1)
Capital Markets1.7% (2)
Retailing1.7% (2)
Pharmaceuticals & Biotechnology1.5% (1)
Oil0.9% (1)
Auto Components0.8% (2)
Leisure Services0.7% (1)
Industrial Products0.6% (1)
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
More comparisons for Shriram Multi Sector Rotation
- vs Shriram Flexi Cap43.4% · 29 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.