ADITYA BIRLA SUN LIFE BANKING AND FINANCIAL SERVICES FUND vs EDELWEISS FINANCIAL SERVICES FUND
ABSL vs Edelweiss· Portfolio Overlap Analysis
53.8%High Overlap
12 common stocksRank #7338 / 20,000
Investor takeaway: At 53.8% 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 (12)
| Stock | Wt% in ADITYA BIRLA SUN LIFE BANKING | Wt% in EDELWEISS FINANCIAL SERVICES | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 13.07% | 11.25% | 11.25% |
ICICI Bank Limited Banks | 13.96% | 10.29% | 10.29% |
Axis Bank Limited Banks | 8.67% | 8.90% | 8.67% |
State Bank of India Banks | 6.28% | 11.20% | 6.28% |
Kotak Mahindra Bank Limited Banks | 4.01% | 6.64% | 4.01% |
Shriram Finance Ltd Finance | 3.52% | 5.98% | 3.52% |
Bajaj Finance Limited Finance | 5.79% | 2.85% | 2.85% |
SBI Life Insurance Company Limited Insurance | 2.46% | 5.27% | 2.46% |
City Union Bank Limited Banks | 1.72% | 2.45% | 1.72% |
Muthoot Finance Limited Finance | 1.14% | 1.86% | 1.14% |
PB Fintech Limited Financial Technology (Fintech) | 1.46% | 0.98% | 0.98% |
Karur Vysya Bank Ltd/The Banks | 0.66% | 2.47% | 0.66% |
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 EDELWEISS FINANCIAL SERVICES
- BSE Ltd.4.92%
- Max Financial Services Ltd.4.82%
- Cholamandalam Investment & Finance Company Ltd.3.04%
Sector Overlap Breakdown
Banks42.9% (7)
Finance7.5% (3)
Insurance2.5% (1)
Financial Technology (Fintech)1.0% (1)
More comparisons for ADITYA BIRLA SUN LIFE BANKING
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- 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 EDELWEISS FINANCIAL SERVICES
- vs TATA NIFTY FINANCIAL SERVICES 68.1% · 13 stocks
- vs Mirae Asset Nifty Financial Se68.1% · 13 stocks
- vs Kotak Banking and Financial Se65.8% · 17 stocks
- vs Mirae Asset Banking and Financ63.2% · 16 stocks
- vs HDFC Banking & Financial Servi61.8% · 13 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.