ADITYA BIRLA SUN LIFE EQUITY HYBRID '95 FUND vs ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND
ABSL vs ABSL· Portfolio Overlap Analysis
43.0%High Overlap
29 common stocksRank #18804 / 20,000
Investor takeaway: At 43.0% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (29)
| Stock | Wt% in ADITYA BIRLA SUN LIFE EQUITY H | Wt% in ADITYA BIRLA SUN LIFE ESG INTE | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 6.55% | 8.61% | 6.55% |
HDFC Bank Limited Banks | 5.73% | 5.05% | 5.05% |
Bharti Airtel Limited Telecom - Services | 2.99% | 4.29% | 2.99% |
State Bank of India Banks | 2.82% | 3.47% | 2.82% |
Infosys Limited IT - Software | 2.81% | 3.75% | 2.81% |
Axis Bank Limited Banks | 2.79% | 3.84% | 2.79% |
Mahindra & Mahindra Limited Automobiles | 2.23% | 2.35% | 2.23% |
Bajaj Finance Limited Finance | 1.88% | 2.47% | 1.88% |
Kotak Mahindra Bank Limited Banks | 1.84% | 3.85% | 1.84% |
Hindalco Industries Limited Non - Ferrous Metals | 1.30% | 2.34% | 1.30% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.80% | 1.18% | 1.18% |
Eternal Limited Retailing | 1.12% | 1.87% | 1.12% |
Godrej Consumer Products Limited Personal Products | 1.05% | 1.03% | 1.03% |
Tata Consumer Products Limited Agricultural Food & other Products | 1.02% | 1.39% | 1.02% |
Titan Company Limited Consumer Durables | 1.01% | 1.46% | 1.01% |
ICICI Lombard General Insurance Company Limited Insurance | 0.82% | 2.10% | 0.82% |
Tech Mahindra Limited IT - Software | 0.81% | 0.82% | 0.81% |
Avenue Supermarts Limited Retailing | 0.79% | 1.39% | 0.79% |
Coforge Limited IT - Software | 0.77% | 0.90% | 0.77% |
Apollo Hospitals Enterprise Limited Healthcare Services | 0.70% | 2.00% | 0.70% |
LTIMindtree Limited IT - Software | 0.62% | 1.73% | 0.62% |
Shriram Finance Ltd Finance | 0.62% | 2.22% | 0.62% |
Sona BLW Precision Forgings Limited Auto Components | 0.60% | 2.00% | 0.60% |
JK Cement Limited Cement & Cement Products | 0.57% | 1.82% | 0.57% |
Voltas Limited Consumer Durables | 0.43% | 1.32% | 0.43% |
HCL Technologies Limited IT - Software | 0.29% | 1.31% | 0.29% |
Whirlpool of India Limited Consumer Durables | 0.24% | 0.37% | 0.24% |
IndusInd Bank Limited Banks | 0.13% | 1.13% | 0.13% |
MEESHO LTD Retailing | 0.64% | 0.01% | 0.01% |
Unique to ADITYA BIRLA SUN LIFE EQUITY H
- Reliance Industries Limited3.98%
- Larsen & Toubro Limited2.41%
Unique to ADITYA BIRLA SUN LIFE ESG INTE
- TVS Motor Company Limited2.94%
Sector Overlap Breakdown
Banks19.2% (6)
IT - Software5.3% (5)
Telecom - Services3.0% (1)
Finance2.5% (2)
Automobiles2.2% (1)
Retailing1.9% (3)
Consumer Durables1.7% (3)
Non - Ferrous Metals1.3% (1)
Pharmaceuticals & Biotechnology1.2% (1)
Personal Products1.0% (1)
Agricultural Food & other Products1.0% (1)
Insurance0.8% (1)
Healthcare Services0.7% (1)
Auto Components0.6% (1)
Cement & Cement Products0.6% (1)
More comparisons for ADITYA BIRLA SUN LIFE EQUITY H
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More comparisons for ADITYA BIRLA SUN LIFE ESG INTE
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.