ADITYA BIRLA SUN LIFE EQUITY HYBRID '95 FUND vs ADITYA BIRLA SUN LIFE FOCUSED FUND
ABSL vs ABSL· Portfolio Overlap Analysis
43.4%High Overlap
24 common stocksRank #18388 / 20,000
Investor takeaway: At 43.4% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (24)
| Stock | Wt% in ADITYA BIRLA SUN LIFE EQUITY H | Wt% in ADITYA BIRLA SUN LIFE FOCUSED | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 6.55% | 6.03% | 6.03% |
Reliance Industries Limited Petroleum Products | 3.98% | 6.10% | 3.98% |
HDFC Bank Limited Banks | 5.73% | 3.64% | 3.64% |
Bharti Airtel Limited Telecom - Services | 2.99% | 3.78% | 2.99% |
State Bank of India Banks | 2.82% | 4.29% | 2.82% |
Infosys Limited IT - Software | 2.81% | 5.54% | 2.81% |
Axis Bank Limited Banks | 2.79% | 4.11% | 2.79% |
Larsen & Toubro Limited Construction | 2.41% | 4.66% | 2.41% |
Mahindra & Mahindra Limited Automobiles | 2.23% | 2.50% | 2.23% |
Bajaj Finance Limited Finance | 1.88% | 2.17% | 1.88% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.80% | 2.85% | 1.80% |
Hindalco Industries Limited Non - Ferrous Metals | 1.30% | 3.43% | 1.30% |
UltraTech Cement Limited Cement & Cement Products | 1.24% | 1.46% | 1.24% |
Eternal Limited Retailing | 1.12% | 2.89% | 1.12% |
United Spirits Limited Beverages | 1.06% | 2.56% | 1.06% |
Tata Consumer Products Limited Agricultural Food & other Products | 1.02% | 1.20% | 1.02% |
Tech Mahindra Limited IT - Software | 0.81% | 3.34% | 0.81% |
NTPC Limited Power | 0.78% | 3.45% | 0.78% |
Coforge Limited IT - Software | 0.77% | 2.89% | 0.77% |
Shriram Finance Ltd Finance | 0.62% | 3.97% | 0.62% |
Voltas Limited Consumer Durables | 0.43% | 2.73% | 0.43% |
Trent Limited Retailing | 0.33% | 2.38% | 0.33% |
Adani Ports and Special Economic Zone Limited Transport Infrastructure | 0.26% | 3.27% | 0.26% |
Whirlpool of India Limited Consumer Durables | 0.24% | 1.36% | 0.24% |
Unique to ADITYA BIRLA SUN LIFE EQUITY H
All top holdings are shared with the other fund.
Unique to ADITYA BIRLA SUN LIFE FOCUSED
- SBI Life Insurance Company Limited3.66%
Sector Overlap Breakdown
Banks15.3% (4)
IT - Software4.4% (3)
Petroleum Products4.0% (1)
Telecom - Services3.0% (1)
Finance2.5% (2)
Construction2.4% (1)
Automobiles2.2% (1)
Pharmaceuticals & Biotechnology1.8% (1)
Retailing1.4% (2)
Non - Ferrous Metals1.3% (1)
Cement & Cement Products1.2% (1)
Beverages1.1% (1)
Agricultural Food & other Products1.0% (1)
Power0.8% (1)
Consumer Durables0.7% (2)
Transport Infrastructure0.3% (1)
More comparisons for ADITYA BIRLA SUN LIFE EQUITY H
- vs ADITYA BIRLA SUN LIFE LARGE CA56.8% · 43 stocks
- vs SBI BSE 100 ETF53.4% · 43 stocks
- vs HDFC NIFTY 100 ETF52.8% · 40 stocks
- vs Axis Nifty 100 Index52.8% · 40 stocks
- vs ICICI Prudential Nifty 100 ETF52.8% · 40 stocks
More comparisons for ADITYA BIRLA SUN LIFE FOCUSED
- vs ADITYA BIRLA SUN LIFE LARGE CA54.2% · 22 stocks
- vs HDFC NIFTY 50 ETF53.7% · 22 stocks
- vs HDFC Nifty 50 Index53.7% · 22 stocks
- vs ICICI Prudential Nifty 50 ETF53.7% · 22 stocks
- vs Mirae Asset Nifty 50 ETF53.7% · 22 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.