ADITYA BIRLA SUN LIFE BSE SENSEX ETF vs TATA LARGE CAP FUND
ABSL vs Tata· Portfolio Overlap Analysis
61.5%High Overlap
19 common stocksRank #4837 / 20,000
Investor takeaway: These funds overlap 61.5%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (19)
| Stock | Wt% in ADITYA BIRLA SUN LIFE BSE SENS | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 10.25% | 9.12% | 9.12% |
HDFC Bank Limited Banks | 14.06% | 8.20% | 8.20% |
Reliance Industries Limited Petroleum Products | 9.82% | 5.26% | 5.26% |
Axis Bank Limited Banks | 4.11% | 4.08% | 4.08% |
Larsen & Toubro Limited Construction | 5.21% | 3.58% | 3.58% |
State Bank of India Banks | 5.19% | 3.54% | 3.54% |
Infosys Limited IT - Software | 4.83% | 3.54% | 3.54% |
Kotak Mahindra Bank Limited Banks | 3.18% | 3.72% | 3.18% |
Mahindra & Mahindra Limited Automobiles | 3.17% | 2.89% | 2.89% |
Tata Consultancy Services Limited IT - Software | 2.78% | 2.86% | 2.78% |
Bajaj Finance Limited Finance | 2.71% | 3.04% | 2.71% |
Bharti Airtel Limited Telecom - Services | 5.46% | 2.19% | 2.19% |
Hindustan Unilever Limited Diversified FMCG | 2.17% | 2.64% | 2.17% |
Tata Steel Limited Ferrous Metals | 1.82% | 2.56% | 1.82% |
NTPC Limited Power | 1.89% | 1.79% | 1.79% |
Power Grid Corporation of India Limited Power | 1.42% | 1.43% | 1.42% |
Adani Ports and Special Economic Zone Limited Transport Infrastructure | 1.16% | 1.34% | 1.16% |
InterGlobe Aviation Limited Transport Services | 1.13% | 1.56% | 1.13% |
Tech Mahindra Limited IT - Software | 0.90% | 1.85% | 0.90% |
Unique to ADITYA BIRLA SUN LIFE BSE SENS
All top holdings are shared with the other fund.
Unique to TATA LARGE CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks28.1% (5)
IT - Software7.2% (3)
Petroleum Products5.3% (1)
Construction3.6% (1)
Power3.2% (2)
Automobiles2.9% (1)
Finance2.7% (1)
Telecom - Services2.2% (1)
Diversified FMCG2.2% (1)
Ferrous Metals1.8% (1)
Transport Infrastructure1.2% (1)
Transport Services1.1% (1)
More comparisons for ADITYA BIRLA SUN LIFE BSE SENS
- vs HDFC BSE SENSEX ETF99.9% · 30 stocks
- vs HDFC BSE Sensex Index99.9% · 30 stocks
- vs ICICI Prudential BSE Sensex ET99.9% · 30 stocks
- vs Kotak BSE Sensex ETF99.9% · 30 stocks
- vs Mirae Asset BSE Sensex ETF99.9% · 30 stocks
More comparisons for TATA LARGE CAP
- vs HDFC BSE SENSEX ETF61.5% · 19 stocks
- vs HDFC BSE Sensex Index61.5% · 19 stocks
- vs ICICI Prudential BSE Sensex ET61.5% · 19 stocks
- vs Kotak BSE Sensex ETF61.5% · 19 stocks
- vs LIC MF BSE SENSEX ETF61.5% · 19 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.