ADITYA BIRLA SUN LIFE BSE 500 MOMENTUM 50 INDEX FUND vs ADITYA BIRLA SUN LIFE NIFTY 200 MOMENTUM 30 ETF
ABSL vs ABSL· Portfolio Overlap Analysis
63.5%High Overlap
22 common stocksRank #4195 / 5,000
Investor takeaway: These funds overlap 63.5%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (22)
| Stock | Wt% in ADITYA BIRLA SUN LIFE BSE 500 | Wt% in ADITYA BIRLA SUN LIFE NIFTY 20 | Overlap |
|---|---|---|---|
Shriram Finance Ltd Finance | 4.92% | 5.51% | 4.92% |
Eicher Motors Limited Automobiles | 4.23% | 5.36% | 4.23% |
TVS Motor Company Limited Automobiles | 4.10% | 4.57% | 4.10% |
InterGlobe Aviation Limited Transport Services | 3.83% | 3.86% | 3.83% |
SBI Life Insurance Company Limited Insurance | 3.86% | 3.78% | 3.78% |
Bajaj Finance Limited Finance | 3.76% | 4.88% | 3.76% |
Maruti Suzuki India Limited Automobiles | 3.54% | 4.39% | 3.54% |
Bharti Airtel Limited Telecom - Services | 3.47% | 4.38% | 3.47% |
Hero MotoCorp Limited Automobiles | 3.36% | 4.13% | 3.36% |
AU Small Finance Bank Limited Banks | 3.16% | 3.10% | 3.10% |
Canara Bank Banks | 2.93% | 2.71% | 2.71% |
Muthoot Finance Limited Finance | 2.64% | 3.05% | 2.64% |
Ashok Leyland Limited Agricultural Commercial & Construction Vehicles | 2.62% | 2.77% | 2.62% |
Cholamandalam Investment and Finance Company Limited Finance | 3.07% | 2.30% | 2.30% |
Max Financial Services Limited Insurance | 2.91% | 2.24% | 2.24% |
Fortis Healthcare Limited Healthcare Services | 2.07% | 2.16% | 2.07% |
FSN E-Commerce Ventures Limited Retailing | 2.07% | 1.97% | 1.97% |
Indian Bank Banks | 1.95% | 2.04% | 1.95% |
Aditya Birla Capital Limited Finance | 1.85% | 2.00% | 1.85% |
One 97 Communications Limited Financial Technology (Fintech) | 1.82% | 2.12% | 1.82% |
L&T Finance Limited Finance | 1.70% | 2.38% | 1.70% |
UPL Limited Fertilizers & Agrochemicals | 1.71% | 1.54% | 1.54% |
Unique to ADITYA BIRLA SUN LIFE BSE 500
- Bharat Electronics Limited4.38%
- Bajaj Finserv Limited3.68%
Unique to ADITYA BIRLA SUN LIFE NIFTY 20
- State Bank of India6.10%
- Hindalco Industries Limited5.19%
- Asian Paints Limited4.24%
Sector Overlap Breakdown
Finance17.2% (6)
Automobiles15.2% (4)
Banks7.8% (3)
Insurance6.0% (2)
Transport Services3.8% (1)
Telecom - Services3.5% (1)
Agricultural Commercial & Construction Vehicles2.6% (1)
Healthcare Services2.1% (1)
Retailing2.0% (1)
Financial Technology (Fintech)1.8% (1)
Fertilizers & Agrochemicals1.5% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.