ADITYA BIRLA SUN LIFE BANKING AND FINANCIAL SERVICES FUND vs SBI Banking And Financial Services Fund
ABSL vs SBI· Portfolio Overlap Analysis
51.2%High Overlap
15 common stocksRank #8937 / 20,000
Investor takeaway: At 51.2% 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 (15)
| Stock | Wt% in ADITYA BIRLA SUN LIFE BANKING | Wt% in SBI Banking And Financial Serv | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 13.96% | 13.46% | 13.46% |
Axis Bank Limited Banks | 8.67% | 9.37% | 8.67% |
HDFC Bank Limited Banks | 13.07% | 6.80% | 6.80% |
State Bank of India Banks | 6.28% | 10.45% | 6.28% |
Kotak Mahindra Bank Limited Banks | 4.01% | 8.50% | 4.01% |
Bajaj Finance Limited Finance | 5.79% | 2.61% | 2.61% |
SBI Life Insurance Company Limited Insurance | 2.46% | 3.29% | 2.46% |
Aptus Value Housing Finance India Ltd Finance | 1.75% | 1.69% | 1.69% |
Muthoot Finance Limited Finance | 1.14% | 4.30% | 1.14% |
Bajaj Finserv Limited Finance | 1.09% | 6.34% | 1.09% |
Cholamandalam Financial Holdings Limited Finance | 2.32% | 1.04% | 1.04% |
Star Health & Allied Insurance Limited Insurance | 0.79% | 1.44% | 0.79% |
ICICI Prudential Mutual Fund Capital Markets | 1.62% | 0.62% | 0.62% |
HDB Financial Services Limited Finance | 1.85% | 0.35% | 0.35% |
Billionbrains Garage Ventures Ltd Capital Markets | 1.63% | 0.23% | 0.23% |
Unique to ADITYA BIRLA SUN LIFE BANKING
- Shriram Finance Ltd3.52%
- AU Small Finance Bank Limited3.51%
- ICICI Lombard General Insurance Company Limited2.93%
- Bank of Maharashtra2.55%
Unique to SBI Banking And Financial Serv
- Multi Commodity Exchange of India Ltd.3.20%
- Bank of Baroda3.00%
Sector Overlap Breakdown
Banks39.2% (5)
Finance7.9% (6)
Insurance3.3% (2)
Capital Markets0.8% (2)
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 SBI Banking And Financial Serv
- vs TATA NIFTY FINANCIAL SERVICES 65.5% · 13 stocks
- vs Mirae Asset Nifty Financial Se65.5% · 13 stocks
- vs NIPPON INDIA BANKING & FINANCI59.6% · 18 stocks
- vs EDELWEISS FINANCIAL SERVICES58.7% · 14 stocks
- vs Kotak Banking and Financial Se56.6% · 15 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.