ADITYA BIRLA SUN LIFE BALANCED ADVANTAGE FUND vs ADITYA BIRLA SUN LIFE FLEXI CAP FUND

ABSL vs ABSL· Portfolio Overlap Analysis

47.1%High Overlap
43 common stocksRank #13209 / 20,000

Investor takeaway: At 47.1% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (43)

StockWt% in ADITYA BIRLA SUN LIFE BALANCEDWt% in ADITYA BIRLA SUN LIFE FLEXI CAOverlap
ICICI Bank Limited
Banks
4.08%6.48%4.08%
HDFC Bank Limited
Banks
3.40%3.89%3.40%
Reliance Industries Limited
Petroleum Products
2.58%3.16%2.58%
State Bank of India
Banks
2.53%3.00%2.53%
Kotak Mahindra Bank Limited
Banks
2.43%3.80%2.43%
Infosys Limited
IT - Software
2.05%3.18%2.05%
Axis Bank Limited
Banks
2.10%1.92%1.92%
Hindalco Industries Limited
Non - Ferrous Metals
1.54%2.06%1.54%
Tech Mahindra Limited
IT - Software
1.57%1.52%1.52%
Godrej Consumer Products Limited
Personal Products
1.37%2.05%1.37%
The Federal Bank Limited
Banks
1.23%1.67%1.23%
HCL Technologies Limited
IT - Software
1.19%2.26%1.19%
Larsen & Toubro Limited
Construction
1.16%1.73%1.16%
Sona BLW Precision Forgings Limited
Auto Components
1.14%1.48%1.14%
Mahindra & Mahindra Limited
Automobiles
1.12%1.80%1.12%
Jindal Steel & Power Limited
Ferrous Metals
1.10%1.71%1.10%
Lenskart Solutions Ltd
Retailing
1.04%1.68%1.04%
SBI Life Insurance Company Limited
Insurance
0.96%1.85%0.96%
Adani Ports and Special Economic Zone Limited
Transport Infrastructure
0.98%0.93%0.93%
ICICI Lombard General Insurance Company Limited
Insurance
0.80%1.51%0.80%
APL Apollo Tubes Limited
Industrial Products
0.80%1.15%0.80%
United Spirits Limited
Beverages
0.77%1.21%0.77%
Bajaj Finserv Limited
Finance
0.76%1.59%0.76%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.74%1.10%0.74%
MEESHO LTD
Retailing
0.71%0.97%0.71%
Persistent Systems Limited
IT - Software
0.70%1.27%0.70%
SRF Limited
Chemicals & Petrochemicals
0.70%1.17%0.70%
GMR Airport Ltd
Transport Infrastructure
0.70%1.04%0.70%
Shriram Finance Ltd
Finance
0.69%0.86%0.69%
Avenue Supermarts Limited
Retailing
0.60%1.10%0.60%
Ather Energy Ltd
Automobiles
0.59%1.41%0.59%
ZF Commercial Vehicle Control Systems India Limited
Auto Components
0.58%0.83%0.58%
AU Small Finance Bank Limited
Banks
0.58%1.05%0.58%
Apollo Hospitals Enterprise Limited
Healthcare Services
0.57%1.40%0.57%
Havells India Limited
Consumer Durables
0.51%0.59%0.51%
Eternal Limited
Retailing
0.49%0.98%0.49%
PI Industries Litmited
Fertilizers & Agrochemicals
0.48%0.48%0.48%
SAI Life Sciences Ltd
Pharmaceuticals & Biotechnology
0.60%0.44%0.44%
Sumitomo Chemical India Limited
Fertilizers & Agrochemicals
0.43%0.55%0.43%
Tube Investments of India Limited
Auto Components
0.53%0.39%0.39%
Whirlpool of India Limited
Consumer Durables
0.35%0.53%0.35%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.32%1.15%0.32%
Grasim Industries Limited
Cement & Cement Products
0.07%1.20%0.07%

Unique to ADITYA BIRLA SUN LIFE BALANCED

  • 7.50% Cholamandalam Investment and Finance Company Limited (30/09/2026)1.65%

Unique to ADITYA BIRLA SUN LIFE FLEXI CA

  • Bharat Forge Limited2.14%

Sector Overlap Breakdown

Banks
16.2% (7)
IT - Software
5.5% (4)
Retailing
2.8% (4)
Petroleum Products
2.6% (1)
Auto Components
2.1% (3)
Insurance
1.8% (2)
Automobiles
1.7% (2)
Transport Infrastructure
1.6% (2)
Non - Ferrous Metals
1.5% (1)
Finance
1.4% (2)
Personal Products
1.4% (1)
Pharmaceuticals & Biotechnology
1.2% (2)
Construction
1.2% (1)
Ferrous Metals
1.1% (1)
Fertilizers & Agrochemicals
0.9% (2)
Consumer Durables
0.9% (2)
Industrial Products
0.8% (1)
Beverages
0.8% (1)
Chemicals & Petrochemicals
0.7% (1)
Healthcare Services
0.6% (1)
Electrical Equipment
0.3% (1)
Cement & Cement Products
0.1% (1)

More comparisons for ADITYA BIRLA SUN LIFE BALANCED

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