ADITYA BIRLA SUN LIFE BANKING AND FINANCIAL SERVICES FUND vs TATA BANKING & FINANCIAL SERVICES FUND
ABSL vs Tata· Portfolio Overlap Analysis
60.9%High Overlap
16 common stocksRank #4953 / 5,000
Investor takeaway: These funds overlap 60.9%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (16)
| Stock | Wt% in ADITYA BIRLA SUN LIFE BANKING | Wt% in TATA BANKING & FINANCIAL SERVI | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 13.96% | 13.76% | 13.76% |
HDFC Bank Limited Banks | 13.07% | 16.33% | 13.07% |
Axis Bank Limited Banks | 8.67% | 9.21% | 8.67% |
State Bank of India Banks | 6.28% | 10.43% | 6.28% |
Shriram Finance Ltd Finance | 3.52% | 4.49% | 3.52% |
SBI Life Insurance Company Limited Insurance | 2.46% | 3.64% | 2.46% |
ICICI Lombard General Insurance Company Limited Insurance | 2.93% | 2.33% | 2.33% |
PNB Housing Finance Limited Finance | 2.06% | 1.90% | 1.90% |
City Union Bank Limited Banks | 1.72% | 1.82% | 1.72% |
ICICI Prudential Mutual Fund Capital Markets | 1.62% | 2.38% | 1.62% |
Tata Capital Limited Finance | 1.81% | 1.21% | 1.21% |
PB Fintech Limited Financial Technology (Fintech) | 1.46% | 1.13% | 1.13% |
Bajaj Finserv Limited Finance | 1.09% | 3.12% | 1.09% |
Star Health & Allied Insurance Limited Insurance | 0.79% | 1.36% | 0.79% |
IndusInd Bank Limited Banks | 0.77% | 2.16% | 0.77% |
Repco Home Finance Limited Finance | 0.53% | 0.96% | 0.53% |
Unique to ADITYA BIRLA SUN LIFE BANKING
- Bajaj Finance Limited5.79%
- Kotak Mahindra Bank Limited4.01%
- AU Small Finance Bank Limited3.51%
- Bank of Maharashtra2.55%
Unique to TATA BANKING & FINANCIAL SERVI
- BANK OF BARODA3.61%
- CANARA HSBC LIFE INSURANCE COMPANY LTD2.50%
Sector Overlap Breakdown
Banks44.3% (6)
Finance8.3% (5)
Insurance5.6% (3)
Capital Markets1.6% (1)
Financial Technology (Fintech)1.1% (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 TATA BANKING & FINANCIAL SERVI
- vs HDFC Banking & Financial Servi66.4% · 15 stocks
- vs NIPPON INDIA BANKING & FINANCI65.4% · 16 stocks
- vs TATA NIFTY FINANCIAL SERVICES 65.0% · 10 stocks
- vs Mirae Asset Nifty Financial Se65.0% · 10 stocks
- vs Mirae Asset Banking and Financ62.8% · 13 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.