ADITYA BIRLA SUN LIFE BSE SENSEX ETF vs Franklin India Focused Equity Fund

ABSL vs Franklin· Portfolio Overlap Analysis

53.3%High Overlap
15 common stocksRank #7583 / 20,000

Investor takeaway: At 53.3% 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 BSE SENSWt% in Franklin India Focused EquityOverlap
HDFC Bank Limited
Banks
14.06%8.93%8.93%
ICICI Bank Limited
Banks
10.25%7.67%7.67%
Reliance Industries Limited
Petroleum Products
9.82%6.02%6.02%
Bharti Airtel Limited
Telecom - Services
5.46%5.42%5.42%
Axis Bank Limited
Banks
4.11%7.42%4.11%
State Bank of India
Banks
5.19%3.47%3.47%
Tata Consultancy Services Limited
IT - Software
2.78%5.76%2.78%
Infosys Limited
IT - Software
4.83%2.47%2.47%
Hindustan Unilever Limited
Diversified FMCG
2.17%2.31%2.17%
Maruti Suzuki India Limited
Automobiles
2.04%3.77%2.04%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.91%4.22%1.91%
Tata Steel Limited
Ferrous Metals
1.82%3.85%1.82%
Eternal Limited
Retailing
1.78%4.77%1.78%
Kotak Mahindra Bank Limited
Banks
3.18%1.54%1.54%
InterGlobe Aviation Limited
Transport Services
1.13%2.98%1.13%

Unique to ADITYA BIRLA SUN LIFE BSE SENS

  • Larsen & Toubro Limited5.21%
  • Mahindra & Mahindra Limited3.17%

Unique to Franklin India Focused Equity

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
25.7% (5)
Petroleum Products
6.0% (1)
Telecom - Services
5.4% (1)
IT - Software
5.3% (2)
Diversified FMCG
2.2% (1)
Automobiles
2.0% (1)
Pharmaceuticals & Biotechnology
1.9% (1)
Ferrous Metals
1.8% (1)
Retailing
1.8% (1)
Transport Services
1.1% (1)

More comparisons for ADITYA BIRLA SUN LIFE BSE SENS

More comparisons for Franklin India Focused Equity

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