ADITYA BIRLA SUN LIFE BANKING AND FINANCIAL SERVICES FUND vs NIPPON INDIA BANKING & FINANCIAL SERVICES FUND
ABSL vs Nippon· Portfolio Overlap Analysis
59.0%High Overlap
16 common stocksRank #5422 / 20,000
Investor takeaway: At 59.0% 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 NIPPON INDIA BANKING & FINANCI | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 13.07% | 14.24% | 13.07% |
ICICI Bank Limited Banks | 13.96% | 13.04% | 13.04% |
Axis Bank Limited Banks | 8.67% | 9.80% | 8.67% |
State Bank of India Banks | 6.28% | 6.51% | 6.28% |
Kotak Mahindra Bank Limited Banks | 4.01% | 3.10% | 3.10% |
SBI Life Insurance Company Limited Insurance | 2.46% | 3.50% | 2.46% |
Cholamandalam Financial Holdings Limited Finance | 2.32% | 2.48% | 2.32% |
Bajaj Finance Limited Finance | 5.79% | 1.71% | 1.71% |
ICICI Prudential Mutual Fund Capital Markets | 1.62% | 2.51% | 1.62% |
AU Small Finance Bank Limited Banks | 3.51% | 1.54% | 1.54% |
Bajaj Finserv Limited Finance | 1.09% | 3.23% | 1.09% |
PNB Housing Finance Limited Finance | 2.06% | 1.05% | 1.05% |
ICICI Lombard General Insurance Company Limited Insurance | 2.93% | 0.92% | 0.92% |
Star Health & Allied Insurance Limited Insurance | 0.79% | 1.03% | 0.79% |
IndusInd Bank Limited Banks | 0.77% | 2.63% | 0.77% |
HDB Financial Services Limited Finance | 1.85% | 0.52% | 0.52% |
Unique to ADITYA BIRLA SUN LIFE BANKING
- Shriram Finance Ltd3.52%
- Bank of Maharashtra2.55%
Unique to NIPPON INDIA BANKING & FINANCI
- SBI Cards and Payment Services Limited3.83%
- Bank of Baroda2.78%
- The Federal Bank Limited2.76%
Sector Overlap Breakdown
Banks46.5% (7)
Finance6.7% (5)
Insurance4.2% (3)
Capital Markets1.6% (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 NIPPON INDIA BANKING & FINANCI
- vs TATA BANKING & FINANCIAL SERVI65.4% · 16 stocks
- vs HDFC Banking & Financial Servi63.7% · 17 stocks
- vs ICICI Prudential Banking & Fin63.3% · 22 stocks
- vs Mirae Asset Banking and Financ62.0% · 16 stocks
- vs SBI Banking And Financial Serv59.6% · 18 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.