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)

StockWt% in ADITYA BIRLA SUN LIFE BANKING Wt% in LIC MF BANKING AND FINANCIAL SOverlap
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

Banks
45.9% (8)
Finance
5.0% (5)
Capital Markets
1.0% (1)
Insurance
0.5% (1)
Financial Technology (Fintech)
0.5% (1)

More comparisons for ADITYA BIRLA SUN LIFE BANKING

More comparisons for LIC MF BANKING AND FINANCIAL S

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