ADITYA BIRLA SUN LIFE EQUITY HYBRID '95 FUND vs Axis Large Cap Fund
ABSL vs Axis· Portfolio Overlap Analysis
46.8%High Overlap
26 common stocksRank #13614 / 20,000
Investor takeaway: At 46.8% 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 (26)
| Stock | Wt% in ADITYA BIRLA SUN LIFE EQUITY H | Wt% in Axis Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 6.55% | 8.73% | 6.55% |
HDFC Bank Limited Banks | 5.73% | 8.30% | 5.73% |
Reliance Industries Limited Petroleum Products | 3.98% | 6.06% | 3.98% |
Bharti Airtel Limited Telecom - Services | 2.99% | 4.41% | 2.99% |
State Bank of India Banks | 2.82% | 4.22% | 2.82% |
Infosys Limited IT - Software | 2.81% | 4.04% | 2.81% |
Larsen & Toubro Limited Construction | 2.41% | 5.24% | 2.41% |
Mahindra & Mahindra Limited Automobiles | 2.23% | 3.57% | 2.23% |
Bajaj Finance Limited Finance | 1.88% | 3.91% | 1.88% |
Kotak Mahindra Bank Limited Banks | 1.84% | 3.61% | 1.84% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.80% | 1.38% | 1.38% |
UltraTech Cement Limited Cement & Cement Products | 1.24% | 2.73% | 1.24% |
Bharat Electronics Limited Aerospace & Defense | 1.22% | 1.64% | 1.22% |
Eternal Limited Retailing | 1.12% | 1.96% | 1.12% |
Titan Company Limited Consumer Durables | 1.01% | 1.94% | 1.01% |
Cholamandalam Investment and Finance Company Limited Finance | 0.90% | 1.13% | 0.90% |
Tata Consumer Products Limited Agricultural Food & other Products | 1.02% | 0.82% | 0.82% |
Tech Mahindra Limited IT - Software | 0.81% | 0.95% | 0.81% |
Axis Bank Limited Banks | 2.79% | 0.80% | 0.80% |
NTPC Limited Power | 0.78% | 1.19% | 0.78% |
Maruti Suzuki India Limited Automobiles | 0.82% | 0.77% | 0.77% |
Apollo Hospitals Enterprise Limited Healthcare Services | 0.70% | 2.51% | 0.70% |
Shriram Finance Ltd Finance | 0.62% | 1.69% | 0.62% |
Tata Motors Limited Agricultural Commercial & Construction Vehicles | 0.58% | 1.40% | 0.58% |
Avenue Supermarts Limited Retailing | 0.79% | 0.45% | 0.45% |
Trent Limited Retailing | 0.33% | 0.59% | 0.33% |
Unique to ADITYA BIRLA SUN LIFE EQUITY H
All top holdings are shared with the other fund.
Unique to Axis Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.7% (5)
Petroleum Products4.0% (1)
IT - Software3.6% (2)
Finance3.4% (3)
Automobiles3.0% (2)
Telecom - Services3.0% (1)
Construction2.4% (1)
Retailing1.9% (3)
Pharmaceuticals & Biotechnology1.4% (1)
Cement & Cement Products1.2% (1)
Aerospace & Defense1.2% (1)
Consumer Durables1.0% (1)
Agricultural Food & other Products0.8% (1)
Power0.8% (1)
Healthcare Services0.7% (1)
Agricultural Commercial & Construction Vehicles0.6% (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 Axis Large Cap
- vs CANARA ROBECO LARGE CAP73.0% · 39 stocks
- vs PGIM INDIA LARGE CAP65.5% · 35 stocks
- vs HDFC NIFTY 50 ETF65.1% · 29 stocks
- vs HDFC Nifty 50 Index65.1% · 29 stocks
- vs ICICI Prudential Nifty 50 ETF65.1% · 29 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.