ADITYA BIRLA SUN LIFE BANKING AND FINANCIAL SERVICES FUND vs DSP Banking & Financial Services Fund

ABSL vs DSP· Portfolio Overlap Analysis

54.5%High Overlap
20 common stocksRank #7034 / 20,000

Investor takeaway: At 54.5% 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 (20)

StockWt% in ADITYA BIRLA SUN LIFE BANKING Wt% in DSP Banking & Financial ServicOverlap
ICICI Bank Limited
Banks
13.96%11.57%11.57%
Axis Bank Limited
Banks
8.67%7.78%7.78%
State Bank of India
Banks
6.28%6.41%6.28%
HDFC Bank Limited
Banks
13.07%4.70%4.70%
Bajaj Finance Limited
Finance
5.79%4.66%4.66%
Kotak Mahindra Bank Limited
Banks
4.01%5.42%4.01%
Bank of Maharashtra
Banks
2.55%2.95%2.55%
SBI Life Insurance Company Limited
Insurance
2.46%4.52%2.46%
PNB Housing Finance Limited
Finance
2.06%1.90%1.90%
City Union Bank Limited
Banks
1.72%2.18%1.72%
PB Fintech Limited
Financial Technology (Fintech)
1.46%2.98%1.46%
Shriram Finance Ltd
Finance
3.52%1.17%1.17%
Tata Capital Limited
Finance
1.81%0.96%0.96%
Ujjivan Small Finance Bank Limited
Banks
0.80%4.05%0.80%
Canara Robeco Asset Management Co Ltd/India
Capital Markets
0.77%1.42%0.77%
Karur Vysya Bank Ltd/The
Banks
0.66%1.14%0.66%
PRUDENT CORPORATE ADVISORY SERVICES LTD
Capital Markets
0.65%1.21%0.65%
ICICI Prudential Mutual Fund
Capital Markets
1.62%0.38%0.38%
ICICI Lombard General Insurance Company Limited
Insurance
2.93%0.01%0.01%
Bajaj Finserv Limited
Finance
1.09%0.01%0.01%

Unique to ADITYA BIRLA SUN LIFE BANKING

  • AU Small Finance Bank Limited3.51%

Unique to DSP Banking & Financial Servic

  • Multi Commodity Exchange of India Limited4.69%
  • Aditya Birla Capital Limited3.65%

Sector Overlap Breakdown

Banks
40.1% (9)
Finance
8.7% (5)
Insurance
2.5% (2)
Capital Markets
1.8% (3)
Financial Technology (Fintech)
1.5% (1)

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