ADITYA BIRLA SUN LIFE EQUITY HYBRID '95 FUND vs Axis Nifty 100 Index Fund

ABSL vs Axis· Portfolio Overlap Analysis

52.8%High Overlap
40 common stocksRank #7709 / 20,000

Investor takeaway: At 52.8% 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 (40)

StockWt% in ADITYA BIRLA SUN LIFE EQUITY HWt% in Axis Nifty 100 IndexOverlap
ICICI Bank Limited
Banks
6.55%7.14%6.55%
HDFC Bank Limited
Banks
5.73%9.85%5.73%
Reliance Industries Limited
Petroleum Products
3.98%6.82%3.98%
Bharti Airtel Limited
Telecom - Services
2.99%3.80%2.99%
State Bank of India
Banks
2.82%3.62%2.82%
Infosys Limited
IT - Software
2.81%3.30%2.81%
Axis Bank Limited
Banks
2.79%2.87%2.79%
Larsen & Toubro Limited
Construction
2.41%3.64%2.41%
Mahindra & Mahindra Limited
Automobiles
2.23%2.20%2.20%
Bajaj Finance Limited
Finance
1.88%1.92%1.88%
Kotak Mahindra Bank Limited
Banks
1.84%2.21%1.84%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.80%1.33%1.33%
Bharat Electronics Limited
Aerospace & Defense
1.22%1.15%1.15%
Eternal Limited
Retailing
1.12%1.28%1.12%
UltraTech Cement Limited
Cement & Cement Products
1.24%1.09%1.09%
Titan Company Limited
Consumer Durables
1.01%1.29%1.01%
Hindalco Industries Limited
Non - Ferrous Metals
1.30%0.97%0.97%
ITC Limited
Diversified FMCG
0.93%2.19%0.93%
Maruti Suzuki India Limited
Automobiles
0.82%1.41%0.82%
NTPC Limited
Power
0.78%1.31%0.78%
Tech Mahindra Limited
IT - Software
0.81%0.63%0.63%
Shriram Finance Ltd
Finance
0.62%1.10%0.62%
Apollo Hospitals Enterprise Limited
Healthcare Services
0.70%0.58%0.58%
Tata Consumer Products Limited
Agricultural Food & other Products
1.02%0.54%0.54%
Cholamandalam Investment and Finance Company Limited
Finance
0.90%0.53%0.53%
Avenue Supermarts Limited
Retailing
0.79%0.41%0.41%
Bajaj Finserv Limited
Finance
0.41%0.83%0.41%
Adani Power Limited
Power
0.42%0.40%0.40%
Godrej Consumer Products Limited
Personal Products
1.05%0.35%0.35%
Jindal Steel & Power Limited
Ferrous Metals
0.42%0.34%0.34%
ICICI Lombard General Insurance Company Limited
Insurance
0.82%0.33%0.33%
Trent Limited
Retailing
0.33%0.63%0.33%
Vedanta Limited
Diversified Metals
0.33%0.88%0.33%
LTIMindtree Limited
IT - Software
0.62%0.30%0.30%
United Spirits Limited
Beverages
1.06%0.29%0.29%
HCL Technologies Limited
IT - Software
0.29%1.06%0.29%
Adani Ports and Special Economic Zone Limited
Transport Infrastructure
0.26%0.81%0.26%
Siemens Limited
Electrical Equipment
0.59%0.22%0.22%
Ambuja Cements Limited
Cement & Cement Products
0.55%0.22%0.22%
ABB India Limited
Electrical Equipment
0.22%0.23%0.22%

Unique to ADITYA BIRLA SUN LIFE EQUITY H

All top holdings are shared with the other fund.

Unique to Axis Nifty 100 Index

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
19.7% (5)
IT - Software
4.0% (4)
Petroleum Products
4.0% (1)
Finance
3.4% (4)
Automobiles
3.0% (2)
Telecom - Services
3.0% (1)
Construction
2.4% (1)
Retailing
1.9% (3)
Pharmaceuticals & Biotechnology
1.3% (1)
Cement & Cement Products
1.3% (2)
Power
1.2% (2)
Aerospace & Defense
1.1% (1)
Consumer Durables
1.0% (1)
Non - Ferrous Metals
1.0% (1)
Diversified FMCG
0.9% (1)
Healthcare Services
0.6% (1)
Agricultural Food & other Products
0.5% (1)
Electrical Equipment
0.4% (2)
Personal Products
0.3% (1)
Ferrous Metals
0.3% (1)
Insurance
0.3% (1)
Diversified Metals
0.3% (1)
Beverages
0.3% (1)
Transport Infrastructure
0.3% (1)

More comparisons for ADITYA BIRLA SUN LIFE EQUITY H

More comparisons for Axis Nifty 100 Index

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