ADITYA BIRLA SUN LIFE BALANCED ADVANTAGE FUND vs ADITYA BIRLA SUN LIFE BUSINESS CYCLE FUND
ABSL vs ABSL· Portfolio Overlap Analysis
43.8%High Overlap
41 common stocksRank #17914 / 20,000
Investor takeaway: At 43.8% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (41)
| Stock | Wt% in ADITYA BIRLA SUN LIFE BALANCED | Wt% in ADITYA BIRLA SUN LIFE BUSINESS | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 4.08% | 6.59% | 4.08% |
HDFC Bank Limited Banks | 3.40% | 3.35% | 3.35% |
Reliance Industries Limited Petroleum Products | 2.58% | 3.32% | 2.58% |
State Bank of India Banks | 2.53% | 4.44% | 2.53% |
Kotak Mahindra Bank Limited Banks | 2.43% | 3.72% | 2.43% |
Infosys Limited IT - Software | 2.05% | 2.94% | 2.05% |
Tech Mahindra Limited IT - Software | 1.57% | 1.80% | 1.57% |
Godrej Consumer Products Limited Personal Products | 1.37% | 2.11% | 1.37% |
The Federal Bank Limited Banks | 1.23% | 1.62% | 1.23% |
Axis Bank Limited Banks | 2.10% | 1.20% | 1.20% |
HCL Technologies Limited IT - Software | 1.19% | 2.06% | 1.19% |
Larsen & Toubro Limited Construction | 1.16% | 1.47% | 1.16% |
Sona BLW Precision Forgings Limited Auto Components | 1.14% | 1.47% | 1.14% |
Mahindra & Mahindra Limited Automobiles | 1.12% | 2.59% | 1.12% |
Blue Star Limited Consumer Durables | 1.10% | 1.43% | 1.10% |
Jindal Steel & Power Limited Ferrous Metals | 1.10% | 2.28% | 1.10% |
Lenskart Solutions Ltd Retailing | 1.04% | 2.00% | 1.04% |
Ajanta Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 0.92% | 1.63% | 0.92% |
ICICI Lombard General Insurance Company Limited Insurance | 0.80% | 1.65% | 0.80% |
APL Apollo Tubes Limited Industrial Products | 0.80% | 1.38% | 0.80% |
Go Digit General Insurance Ltd Insurance | 0.74% | 0.96% | 0.74% |
MEESHO LTD Retailing | 0.71% | 0.86% | 0.71% |
Persistent Systems Limited IT - Software | 0.70% | 1.30% | 0.70% |
GMR Airport Ltd Transport Infrastructure | 0.70% | 1.16% | 0.70% |
Shriram Finance Ltd Finance | 0.69% | 1.72% | 0.69% |
UltraTech Cement Limited Cement & Cement Products | 0.63% | 1.28% | 0.63% |
Bank of Maharashtra Banks | 0.62% | 0.95% | 0.62% |
Ather Energy Ltd Automobiles | 0.59% | 1.03% | 0.59% |
AU Small Finance Bank Limited Banks | 0.58% | 1.05% | 0.58% |
Adani Power Limited Power | 0.58% | 0.91% | 0.58% |
Apollo Hospitals Enterprise Limited Healthcare Services | 0.57% | 1.36% | 0.57% |
Vishal Mega Mart Ltd Retailing | 0.56% | 0.89% | 0.56% |
Hexaware Technologies limited IT - Software | 0.51% | 0.64% | 0.51% |
Eternal Limited Retailing | 0.49% | 1.05% | 0.49% |
PI Industries Litmited Fertilizers & Agrochemicals | 0.48% | 0.90% | 0.48% |
SAI Life Sciences Ltd Pharmaceuticals & Biotechnology | 0.60% | 0.43% | 0.43% |
Medi Assist Healthcare Services Ltd Insurance | 0.41% | 0.87% | 0.41% |
Whirlpool of India Limited Consumer Durables | 0.35% | 0.77% | 0.35% |
Bluestone Jewellery And Lifestyle Ltd Consumer Durables | 0.33% | 1.26% | 0.33% |
CG Power and Industrial Solutions Limited Electrical Equipment | 0.32% | 0.96% | 0.32% |
Vedanta Limited Diversified Metals | 0.00% | 0.83% | 0.00% |
Unique to ADITYA BIRLA SUN LIFE BALANCED
- 7.50% Cholamandalam Investment and Finance Company Limited (30/09/2026)1.65%
- Hindalco Industries Limited1.54%
Unique to ADITYA BIRLA SUN LIFE BUSINESS
- Bharti Airtel Limited2.39%
Sector Overlap Breakdown
Banks16.0% (8)
IT - Software6.0% (5)
Retailing2.8% (4)
Petroleum Products2.6% (1)
Insurance1.9% (3)
Consumer Durables1.8% (3)
Automobiles1.7% (2)
Personal Products1.4% (1)
Pharmaceuticals & Biotechnology1.4% (2)
Construction1.2% (1)
Auto Components1.1% (1)
Ferrous Metals1.1% (1)
Industrial Products0.8% (1)
Transport Infrastructure0.7% (1)
Finance0.7% (1)
Cement & Cement Products0.6% (1)
Power0.6% (1)
Healthcare Services0.6% (1)
Fertilizers & Agrochemicals0.5% (1)
Electrical Equipment0.3% (1)
Diversified Metals0.0% (1)
More comparisons for ADITYA BIRLA SUN LIFE BALANCED
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More comparisons for ADITYA BIRLA SUN LIFE BUSINESS
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.