ADITYA BIRLA SUN LIFE BANKING AND FINANCIAL SERVICES FUND vs Bajaj Finserv Banking and Financial Services Fund
ABSL vs Bajaj· Portfolio Overlap Analysis
57.7%High Overlap
16 common stocksRank #5969 / 20,000
Investor takeaway: At 57.7% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (16)
| Stock | Wt% in ADITYA BIRLA SUN LIFE BANKING | Wt% in Bajaj Finserv Banking and Fina | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 13.07% | 16.42% | 13.07% |
ICICI Bank Limited Banks | 13.96% | 12.49% | 12.49% |
Axis Bank Limited Banks | 8.67% | 9.32% | 8.67% |
State Bank of India Banks | 6.28% | 8.44% | 6.28% |
Kotak Mahindra Bank Limited Banks | 4.01% | 6.96% | 4.01% |
Shriram Finance Ltd Finance | 3.52% | 3.40% | 3.40% |
PNB Housing Finance Limited Finance | 2.06% | 1.76% | 1.76% |
Bajaj Finance Limited Finance | 5.79% | 1.71% | 1.71% |
RBL Bank Limited Banks | 1.11% | 2.66% | 1.11% |
Bajaj Finserv Limited Finance | 1.09% | 1.92% | 1.09% |
Computer Age Management Services Limited Capital Markets | 0.97% | 0.96% | 0.96% |
Ujjivan Small Finance Bank Limited Banks | 0.80% | 1.44% | 0.80% |
IndusInd Bank Limited Banks | 0.77% | 0.73% | 0.73% |
PRUDENT CORPORATE ADVISORY SERVICES LTD Capital Markets | 0.65% | 0.76% | 0.65% |
PB Fintech Limited Financial Technology (Fintech) | 1.46% | 0.50% | 0.50% |
Go Digit General Insurance Ltd Insurance | 0.46% | 2.69% | 0.46% |
Unique to ADITYA BIRLA SUN LIFE BANKING
- AU Small Finance Bank Limited3.51%
- ICICI Lombard General Insurance Company Limited2.93%
- Bank of Maharashtra2.55%
Unique to Bajaj Finserv Banking and Fina
- The Federal Bank Limited4.41%
- Manappuram Finance Limited3.70%
Sector Overlap Breakdown
Banks47.2% (8)
Finance8.0% (4)
Capital Markets1.6% (2)
Financial Technology (Fintech)0.5% (1)
Insurance0.5% (1)
More comparisons for ADITYA BIRLA SUN LIFE BANKING
- vs HDFC Banking & Financial Servi70.6% · 19 stocks
- vs Mahindra Manulife Banking & Fi65.2% · 18 stocks
- vs Kotak Banking and Financial Se64.5% · 18 stocks
- vs Mirae Asset Nifty Financial Se61.3% · 11 stocks
- vs TATA NIFTY FINANCIAL SERVICES 61.3% · 11 stocks
More comparisons for Bajaj Finserv Banking and Fina
- vs Mirae Asset Nifty Financial Se65.0% · 10 stocks
- vs TATA NIFTY FINANCIAL SERVICES 65.0% · 10 stocks
- vs HDFC Banking & Financial Servi62.8% · 14 stocks
- vs Mirae Asset Banking and Financ60.6% · 12 stocks
- vs LIC MF BANKING AND FINANCIAL S60.6% · 15 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.