ADITYA BIRLA SUN LIFE BANKING AND FINANCIAL SERVICES FUND vs Mirae Asset Banking and Financial Services Fund

ABSL vs Mirae· Portfolio Overlap Analysis

59.2%High Overlap
16 common stocksRank #5383 / 20,000

Investor takeaway: At 59.2% 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 Mirae Asset Banking and FinancOverlap
ICICI Bank Limited
Banks
13.96%13.75%13.75%
HDFC Bank Limited
Banks
13.07%16.50%13.07%
Axis Bank Limited
Banks
8.67%8.38%8.38%
State Bank of India
Banks
6.28%10.43%6.28%
Kotak Mahindra Bank Limited
Banks
4.01%3.96%3.96%
Bajaj Finance Limited
Finance
5.79%3.36%3.36%
SBI Life Insurance Company Limited
Insurance
2.46%3.37%2.46%
Shriram Finance Ltd
Finance
3.52%2.23%2.23%
HDB Financial Services Limited
Finance
1.85%1.73%1.73%
Billionbrains Garage Ventures Ltd
Capital Markets
1.63%0.91%0.91%
IndusInd Bank Limited
Banks
0.77%0.81%0.77%
Karur Vysya Bank Ltd/The
Banks
0.66%2.86%0.66%
Central Depository Services (India) Limited
Capital Markets
0.56%0.82%0.56%
Go Digit General Insurance Ltd
Insurance
0.46%1.56%0.46%
Cholamandalam Financial Holdings Limited
Finance
2.32%0.35%0.35%
PB Fintech Limited
Financial Technology (Fintech)
1.46%0.23%0.23%

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 Mirae Asset Banking and Financ

  • The Federal Bank Ltd.2.80%
  • Aditya Birla Capital Ltd.2.57%

Sector Overlap Breakdown

Banks
46.9% (7)
Finance
7.7% (4)
Insurance
2.9% (2)
Capital Markets
1.5% (2)
Financial Technology (Fintech)
0.2% (1)

More comparisons for ADITYA BIRLA SUN LIFE BANKING

More comparisons for Mirae Asset Banking and Financ

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