ADITYA BIRLA SUN LIFE EQUITY HYBRID '95 FUND vs ADITYA BIRLA SUN LIFE FLEXI CAP FUND

ABSL vs ABSL· Portfolio Overlap Analysis

49.0%High Overlap
42 common stocksRank #11199 / 20,000

Investor takeaway: At 49.0% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (42)

StockWt% in ADITYA BIRLA SUN LIFE EQUITY HWt% in ADITYA BIRLA SUN LIFE FLEXI CAOverlap
ICICI Bank Limited
Banks
6.55%6.48%6.48%
HDFC Bank Limited
Banks
5.73%3.89%3.89%
Reliance Industries Limited
Petroleum Products
3.98%3.16%3.16%
State Bank of India
Banks
2.82%3.00%2.82%
Infosys Limited
IT - Software
2.81%3.18%2.81%
Bharti Airtel Limited
Telecom - Services
2.99%2.04%2.04%
Axis Bank Limited
Banks
2.79%1.92%1.92%
Kotak Mahindra Bank Limited
Banks
1.84%3.80%1.84%
Mahindra & Mahindra Limited
Automobiles
2.23%1.80%1.80%
Larsen & Toubro Limited
Construction
2.41%1.73%1.73%
Hindalco Industries Limited
Non - Ferrous Metals
1.30%2.06%1.30%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.80%1.10%1.10%
United Spirits Limited
Beverages
1.06%1.21%1.06%
Godrej Consumer Products Limited
Personal Products
1.05%2.05%1.05%
Tata Consumer Products Limited
Agricultural Food & other Products
1.02%1.53%1.02%
Eternal Limited
Retailing
1.12%0.98%0.98%
Cholamandalam Investment and Finance Company Limited
Finance
0.90%1.02%0.90%
ICICI Lombard General Insurance Company Limited
Insurance
0.82%1.51%0.82%
Maruti Suzuki India Limited
Automobiles
0.82%1.65%0.82%
Tech Mahindra Limited
IT - Software
0.81%1.52%0.81%
The Federal Bank Limited
Banks
0.80%1.67%0.80%
Avenue Supermarts Limited
Retailing
0.79%1.10%0.79%
Apollo Hospitals Enterprise Limited
Healthcare Services
0.70%1.40%0.70%
Max Financial Services Limited
Insurance
0.65%1.04%0.65%
MEESHO LTD
Retailing
0.64%0.97%0.64%
Persistent Systems Limited
IT - Software
0.63%1.27%0.63%
Shriram Finance Ltd
Finance
0.62%0.86%0.62%
Sona BLW Precision Forgings Limited
Auto Components
0.60%1.48%0.60%
SRF Limited
Chemicals & Petrochemicals
0.59%1.17%0.59%
Atul Limited
Chemicals & Petrochemicals
0.58%1.08%0.58%
Bharat Forge Limited
Auto Components
0.58%2.14%0.58%
Sobha Limited
Realty
0.45%0.54%0.45%
Sumitomo Chemical India Limited
Fertilizers & Agrochemicals
0.43%0.55%0.43%
Jindal Steel & Power Limited
Ferrous Metals
0.42%1.71%0.42%
Bajaj Finserv Limited
Finance
0.41%1.59%0.41%
Tube Investments of India Limited
Auto Components
0.34%0.39%0.34%
Honeywell Automation India Limited
Industrial Manufacturing
0.38%0.31%0.31%
HCL Technologies Limited
IT - Software
0.29%2.26%0.29%
GMR Airport Ltd
Transport Infrastructure
0.28%1.04%0.28%
Adani Ports and Special Economic Zone Limited
Transport Infrastructure
0.26%0.93%0.26%
Whirlpool of India Limited
Consumer Durables
0.24%0.53%0.24%
Aditya Birla Capital Limited
Finance
0.52%0.09%0.09%

Unique to ADITYA BIRLA SUN LIFE EQUITY H

  • Bajaj Finance Limited1.88%

Unique to ADITYA BIRLA SUN LIFE FLEXI CA

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
17.8% (6)
IT - Software
4.5% (4)
Petroleum Products
3.2% (1)
Automobiles
2.6% (2)
Retailing
2.4% (3)
Telecom - Services
2.0% (1)
Finance
2.0% (4)
Construction
1.7% (1)
Auto Components
1.5% (3)
Insurance
1.5% (2)
Non - Ferrous Metals
1.3% (1)
Chemicals & Petrochemicals
1.2% (2)
Pharmaceuticals & Biotechnology
1.1% (1)
Beverages
1.1% (1)
Personal Products
1.1% (1)
Agricultural Food & other Products
1.0% (1)
Healthcare Services
0.7% (1)
Transport Infrastructure
0.5% (2)
Realty
0.5% (1)
Fertilizers & Agrochemicals
0.4% (1)
Ferrous Metals
0.4% (1)
Industrial Manufacturing
0.3% (1)
Consumer Durables
0.2% (1)

More comparisons for ADITYA BIRLA SUN LIFE EQUITY H

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