ADITYA BIRLA SUN LIFE BUSINESS CYCLE FUND vs ADITYA BIRLA SUN LIFE EQUITY HYBRID '95 FUND

ABSL vs ABSL· Portfolio Overlap Analysis

43.2%High Overlap
35 common stocksRank #18577 / 20,000

Investor takeaway: At 43.2% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (35)

StockWt% in ADITYA BIRLA SUN LIFE BUSINESSWt% in ADITYA BIRLA SUN LIFE EQUITY HOverlap
ICICI Bank Limited
Banks
6.59%6.55%6.55%
HDFC Bank Limited
Banks
3.35%5.73%3.35%
Reliance Industries Limited
Petroleum Products
3.32%3.98%3.32%
State Bank of India
Banks
4.44%2.82%2.82%
Infosys Limited
IT - Software
2.94%2.81%2.81%
Bharti Airtel Limited
Telecom - Services
2.39%2.99%2.39%
Mahindra & Mahindra Limited
Automobiles
2.59%2.23%2.23%
Kotak Mahindra Bank Limited
Banks
3.72%1.84%1.84%
Larsen & Toubro Limited
Construction
1.47%2.41%1.47%
UltraTech Cement Limited
Cement & Cement Products
1.28%1.24%1.24%
Axis Bank Limited
Banks
1.20%2.79%1.20%
Godrej Consumer Products Limited
Personal Products
2.11%1.05%1.05%
Eternal Limited
Retailing
1.05%1.12%1.05%
Cholamandalam Investment and Finance Company Limited
Finance
1.01%0.90%0.90%
ICICI Lombard General Insurance Company Limited
Insurance
1.65%0.82%0.82%
Maruti Suzuki India Limited
Automobiles
1.11%0.82%0.82%
Tech Mahindra Limited
IT - Software
1.80%0.81%0.81%
The Federal Bank Limited
Banks
1.62%0.80%0.80%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.36%0.70%0.70%
MEESHO LTD
Retailing
0.86%0.64%0.64%
Persistent Systems Limited
IT - Software
1.30%0.63%0.63%
Shriram Finance Ltd
Finance
1.72%0.62%0.62%
Sona BLW Precision Forgings Limited
Auto Components
1.47%0.60%0.60%
Bharat Forge Limited
Auto Components
1.93%0.58%0.58%
JK Cement Limited
Cement & Cement Products
1.31%0.57%0.57%
Sundram Fasteners Limited
Auto Components
0.96%0.50%0.50%
Sobha Limited
Realty
0.81%0.45%0.45%
Jindal Steel & Power Limited
Ferrous Metals
2.28%0.42%0.42%
Adani Power Limited
Power
0.91%0.42%0.42%
Vedanta Limited
Diversified Metals
0.83%0.33%0.33%
Cello World Ltd
Consumer Durables
0.55%0.30%0.30%
HCL Technologies Limited
IT - Software
2.06%0.29%0.29%
GMR Airport Ltd
Transport Infrastructure
1.16%0.28%0.28%
Whirlpool of India Limited
Consumer Durables
0.77%0.24%0.24%
Gokaldas Exports Ltd
Textiles & Apparels
0.79%0.17%0.17%

Unique to ADITYA BIRLA SUN LIFE BUSINESS

All top holdings are shared with the other fund.

Unique to ADITYA BIRLA SUN LIFE EQUITY H

  • Bajaj Finance Limited1.88%

Sector Overlap Breakdown

Banks
16.6% (6)
IT - Software
4.5% (4)
Petroleum Products
3.3% (1)
Automobiles
3.0% (2)
Telecom - Services
2.4% (1)
Cement & Cement Products
1.8% (2)
Retailing
1.7% (2)
Auto Components
1.7% (3)
Finance
1.5% (2)
Construction
1.5% (1)
Personal Products
1.1% (1)
Insurance
0.8% (1)
Healthcare Services
0.7% (1)
Consumer Durables
0.5% (2)
Realty
0.5% (1)
Ferrous Metals
0.4% (1)
Power
0.4% (1)
Diversified Metals
0.3% (1)
Transport Infrastructure
0.3% (1)
Textiles & Apparels
0.2% (1)

More comparisons for ADITYA BIRLA SUN LIFE BUSINESS

More comparisons for ADITYA BIRLA SUN LIFE EQUITY H

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