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)
| Stock | Wt% in ADITYA BIRLA SUN LIFE BANKING | Wt% in DSP Banking & Financial Servic | Overlap |
|---|---|---|---|
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
Banks40.1% (9)
Finance8.7% (5)
Insurance2.5% (2)
Capital Markets1.8% (3)
Financial Technology (Fintech)1.5% (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 DSP Banking & Financial Servic
- vs Mahindra Manulife Banking & Fi63.8% · 22 stocks
- vs Kotak Banking and Financial Se56.9% · 18 stocks
- vs EDELWEISS FINANCIAL SERVICES56.4% · 17 stocks
- vs SBI Banking And Financial Serv54.5% · 17 stocks
- vs Mirae Asset Banking and Financ54.2% · 17 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.