ADITYA BIRLA SUN LIFE DIGITAL INDIA FUND vs Franklin India Technology Fund

ABSL vs Franklin· Portfolio Overlap Analysis

49.0%High Overlap
11 common stocksRank #11282 / 20,000

Investor takeaway: At 49.0% 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 (11)

StockWt% in ADITYA BIRLA SUN LIFE DIGITAL Wt% in Franklin India TechnologyOverlap
Infosys Limited
IT - Software
17.71%16.27%16.27%
Bharti Airtel Limited
Telecom - Services
9.92%18.36%9.92%
Tata Consultancy Services Limited
IT - Software
8.87%5.97%5.97%
Eternal Limited
Retailing
5.88%6.67%5.88%
HCL Technologies Limited
IT - Software
3.57%7.44%3.57%
Swiggy Ltd
Retailing
3.56%2.43%2.43%
PB Fintech Limited
Financial Technology (Fintech)
1.64%4.59%1.64%
Hexaware Technologies limited
IT - Software
1.41%1.11%1.11%
AMAGI MEDIA LABS LTD
IT - Services
1.08%2.53%1.08%
Affle (India) Limited
IT - Services
0.89%0.94%0.89%
Zensar Technologies Limited
IT - Software
0.20%2.17%0.20%

Unique to ADITYA BIRLA SUN LIFE DIGITAL

  • Tech Mahindra Limited8.13%
  • LTIMindtree Limited4.71%
  • Persistent Systems Limited3.79%
  • Coforge Limited3.56%

Unique to Franklin India Technology

  • Info Edge (India) Ltd2.43%
  • Meesho Ltd2.32%

Sector Overlap Breakdown

IT - Software
27.1% (5)
Telecom - Services
9.9% (1)
Retailing
8.3% (2)
IT - Services
2.0% (2)
Financial Technology (Fintech)
1.6% (1)

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