ADITYA BIRLA SUN LIFE EQUITY HYBRID '95 FUND vs ADITYA BIRLA SUN LIFE RETIREMENT FUND - THE 40S PLAN
ABSL vs ABSL· Portfolio Overlap Analysis
42.5%High Overlap
30 common stocksRank #19619 / 20,000
Investor takeaway: At 42.5% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (30)
| Stock | Wt% in ADITYA BIRLA SUN LIFE EQUITY H | Wt% in ADITYA BIRLA SUN LIFE RETIREME | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 6.55% | 6.37% | 6.37% |
HDFC Bank Limited Banks | 5.73% | 4.88% | 4.88% |
Reliance Industries Limited Petroleum Products | 3.98% | 3.19% | 3.19% |
State Bank of India Banks | 2.82% | 3.00% | 2.82% |
Infosys Limited IT - Software | 2.81% | 3.69% | 2.81% |
Axis Bank Limited Banks | 2.79% | 2.41% | 2.41% |
Larsen & Toubro Limited Construction | 2.41% | 2.24% | 2.24% |
Kotak Mahindra Bank Limited Banks | 1.84% | 2.21% | 1.84% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.80% | 2.52% | 1.80% |
Hindalco Industries Limited Non - Ferrous Metals | 1.30% | 2.01% | 1.30% |
UltraTech Cement Limited Cement & Cement Products | 1.24% | 3.13% | 1.24% |
Eternal Limited Retailing | 1.12% | 1.07% | 1.07% |
Titan Company Limited Consumer Durables | 1.01% | 1.09% | 1.01% |
Bajaj Finance Limited Finance | 1.88% | 0.94% | 0.94% |
ICICI Lombard General Insurance Company Limited Insurance | 0.82% | 1.82% | 0.82% |
Avenue Supermarts Limited Retailing | 0.79% | 1.34% | 0.79% |
NTPC Limited Power | 0.78% | 1.70% | 0.78% |
Coforge Limited IT - Software | 0.77% | 1.28% | 0.77% |
Apollo Hospitals Enterprise Limited Healthcare Services | 0.70% | 1.50% | 0.70% |
Godrej Consumer Products Limited Personal Products | 1.05% | 0.69% | 0.69% |
Max Financial Services Limited Insurance | 0.65% | 1.42% | 0.65% |
MEESHO LTD Retailing | 0.64% | 0.63% | 0.63% |
Sona BLW Precision Forgings Limited Auto Components | 0.60% | 0.65% | 0.60% |
Voltas Limited Consumer Durables | 0.43% | 0.95% | 0.43% |
TIMKEN INDIA LTD Industrial Products | 0.37% | 0.66% | 0.37% |
Vedanta Limited Diversified Metals | 0.33% | 1.88% | 0.33% |
Cholamandalam Investment and Finance Company Limited Finance | 0.90% | 0.26% | 0.26% |
Adani Ports and Special Economic Zone Limited Transport Infrastructure | 0.26% | 0.66% | 0.26% |
Whirlpool of India Limited Consumer Durables | 0.24% | 0.64% | 0.24% |
Devyani International Limited Leisure Services | 0.23% | 0.69% | 0.23% |
Unique to ADITYA BIRLA SUN LIFE EQUITY H
- Bharti Airtel Limited2.99%
- Mahindra & Mahindra Limited2.23%
Unique to ADITYA BIRLA SUN LIFE RETIREME
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks18.3% (5)
IT - Software3.6% (2)
Petroleum Products3.2% (1)
Retailing2.5% (3)
Construction2.2% (1)
Pharmaceuticals & Biotechnology1.8% (1)
Consumer Durables1.7% (3)
Insurance1.5% (2)
Non - Ferrous Metals1.3% (1)
Cement & Cement Products1.2% (1)
Finance1.2% (2)
Power0.8% (1)
Healthcare Services0.7% (1)
Personal Products0.7% (1)
Auto Components0.6% (1)
Industrial Products0.4% (1)
Diversified Metals0.3% (1)
Transport Infrastructure0.3% (1)
Leisure Services0.2% (1)
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More comparisons for ADITYA BIRLA SUN LIFE RETIREME
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.