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)

StockWt% in ADITYA BIRLA SUN LIFE BANKING Wt% in SBI Banking And Financial ServOverlap
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

Banks
39.2% (5)
Finance
7.9% (6)
Insurance
3.3% (2)
Capital Markets
0.8% (2)

More comparisons for ADITYA BIRLA SUN LIFE BANKING

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