ADITYA BIRLA SUN LIFE BANKING AND FINANCIAL SERVICES FUND vs LIC MF BANKING AND FINANCIAL SERVICES FUND
ABSL vs LIC· Portfolio Overlap Analysis
52.8%High Overlap
16 common stocksRank #7698 / 20,000
Investor takeaway: At 52.8% 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 (16)
| Stock | Wt% in ADITYA BIRLA SUN LIFE BANKING | Wt% in LIC MF BANKING AND FINANCIAL S | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 13.07% | 16.56% | 13.07% |
ICICI Bank Limited Banks | 13.96% | 12.62% | 12.62% |
Axis Bank Limited Banks | 8.67% | 8.44% | 8.44% |
State Bank of India Banks | 6.28% | 6.04% | 6.04% |
Kotak Mahindra Bank Limited Banks | 4.01% | 7.77% | 4.01% |
Shriram Finance Ltd Finance | 3.52% | 1.86% | 1.86% |
Bajaj Finance Limited Finance | 5.79% | 1.53% | 1.53% |
Computer Age Management Services Limited Capital Markets | 0.97% | 1.29% | 0.97% |
Ujjivan Small Finance Bank Limited Banks | 0.80% | 1.88% | 0.80% |
Karur Vysya Bank Ltd/The Banks | 0.66% | 0.78% | 0.66% |
HDB Financial Services Limited Finance | 1.85% | 0.56% | 0.56% |
Muthoot Finance Limited Finance | 1.14% | 0.56% | 0.56% |
SBI Life Insurance Company Limited Insurance | 2.46% | 0.48% | 0.48% |
PB Fintech Limited Financial Technology (Fintech) | 1.46% | 0.48% | 0.48% |
Mas Financial Services Limited Finance | 0.47% | 4.59% | 0.47% |
AU Small Finance Bank Limited Banks | 3.51% | 0.26% | 0.26% |
Unique to ADITYA BIRLA SUN LIFE BANKING
- ICICI Lombard General Insurance Company Limited2.93%
- Bank of Maharashtra2.55%
Unique to LIC MF BANKING AND FINANCIAL S
- SBI Cards & Payment Services Ltd.3.21%
- Creditaccess Grameen Ltd.2.48%
- IIFL Finance Ltd.2.23%
- Piramal Finance Ltd.2.20%
Sector Overlap Breakdown
Banks45.9% (8)
Finance5.0% (5)
Capital Markets1.0% (1)
Insurance0.5% (1)
Financial Technology (Fintech)0.5% (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 LIC MF BANKING AND FINANCIAL S
- vs Bajaj Finserv Banking and Fina60.6% · 15 stocks
- vs HDFC Banking & Financial Servi58.8% · 14 stocks
- vs Mirae Asset Nifty Financial Se58.7% · 12 stocks
- vs TATA NIFTY FINANCIAL SERVICES 58.7% · 12 stocks
- vs Mirae Asset Banking and Financ58.6% · 17 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.