ADITYA BIRLA SUN LIFE DIGITAL INDIA FUND vs ICICI Prudential Technology Fund

ABSL vs ICICI· Portfolio Overlap Analysis

54.0%High Overlap
29 common stocksRank #7270 / 20,000

Investor takeaway: At 54.0% 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 (29)

StockWt% in ADITYA BIRLA SUN LIFE DIGITAL Wt% in ICICI Prudential TechnologyOverlap
Infosys Limited
IT - Software
17.71%16.25%16.25%
Tech Mahindra Limited
IT - Software
8.13%6.03%6.03%
HCL Technologies Limited
IT - Software
3.57%4.29%3.57%
LTIMindtree Limited
IT - Software
4.71%3.49%3.49%
Coforge Limited
IT - Software
3.56%3.11%3.11%
Tata Consultancy Services Limited
IT - Software
8.87%2.83%2.83%
Bharti Airtel Limited
Telecom - Services
9.92%2.48%2.48%
Swiggy Ltd
Retailing
3.56%2.02%2.02%
Eternal Limited
Retailing
5.88%1.88%1.88%
Persistent Systems Limited
IT - Software
3.79%1.47%1.47%
Cognizant Technology Solutions Cl A Com Stk
IT - Software
1.43%2.73%1.43%
Cyient Limited
IT - Services
2.59%1.09%1.09%
Hexaware Technologies limited
IT - Software
1.41%0.89%0.89%
Mastek Limited
IT - Software
0.88%1.18%0.88%
Multi Commodity Exchange of India Limited
Capital Markets
0.81%0.93%0.81%
Sonata Software Limited
IT - Software
1.33%0.72%0.72%
AMAGI MEDIA LABS LTD
IT - Services
1.08%0.64%0.64%
ANGEL ONE LIMITED
Capital Markets
0.76%0.61%0.61%
PB Fintech Limited
Financial Technology (Fintech)
1.64%0.59%0.59%
Rategain Travel Technologies Limited
IT - Software
1.68%0.58%0.58%
KPIT Technologies Limited
IT - Software
0.49%0.68%0.49%
Firstsource Solutions Limited
Commercial Services & Supplies
1.88%0.43%0.43%
Adobe Inc
IT - Software
0.37%0.84%0.37%
Physicswallah Ltd
Other Consumer Services
0.70%0.31%0.31%
Affle (India) Limited
IT - Services
0.89%0.28%0.28%
MICROSOFT CORPORATION
IT - Software
0.46%0.28%0.28%
Cyient DLM Ltd
Aerospace & Defense
0.81%0.23%0.23%
Zensar Technologies Limited
IT - Software
0.20%0.82%0.20%
Latent View Analytics Limited
IT - Software
1.64%0.01%0.01%

Unique to ADITYA BIRLA SUN LIFE DIGITAL

All top holdings are shared with the other fund.

Unique to ICICI Prudential Technology

  • Wipro Ltd.6.13%
  • Mphasis Ltd.4.01%

Sector Overlap Breakdown

IT - Software
42.6% (17)
Retailing
3.9% (2)
Telecom - Services
2.5% (1)
IT - Services
2.0% (3)
Capital Markets
1.4% (2)
Financial Technology (Fintech)
0.6% (1)
Commercial Services & Supplies
0.4% (1)
Other Consumer Services
0.3% (1)
Aerospace & Defense
0.2% (1)

More comparisons for ADITYA BIRLA SUN LIFE DIGITAL

More comparisons for ICICI Prudential Technology

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