ADITYA BIRLA SUN LIFE EQUITY HYBRID '95 FUND vs BSLBBYW

ABSL vs ABSL· Portfolio Overlap Analysis

44.6%High Overlap

35 common stocksRank #16798 / 20,000

Investor takeaway: At 44.6% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (35)

Stock	Wt% in ADITYA BIRLA SUN LIFE EQUITY H	Wt% in BSLBBYW	Overlap
ICICI Bank Limited Banks	6.55%	6.20%	6.20%
HDFC Bank Limited Banks	5.73%	4.61%	4.61%
Reliance Industries Limited Petroleum Products	3.98%	3.99%	3.98%
Infosys Limited IT - Software	2.81%	3.10%	2.81%
Axis Bank Limited Banks	2.79%	3.24%	2.79%
Bharti Airtel Limited Telecom - Services	2.99%	2.72%	2.72%
State Bank of India Banks	2.82%	2.41%	2.41%
Larsen & Toubro Limited Construction	2.41%	2.59%	2.41%
Mahindra & Mahindra Limited Automobiles	2.23%	1.89%	1.89%
Hindalco Industries Limited Non - Ferrous Metals	1.30%	2.32%	1.30%
Bajaj Finance Limited Finance	1.88%	1.19%	1.19%
Eternal Limited Retailing	1.12%	1.65%	1.12%
Kotak Mahindra Bank Limited Banks	1.84%	1.08%	1.08%
Godrej Consumer Products Limited Personal Products	1.05%	1.32%	1.05%
Tech Mahindra Limited IT - Software	0.81%	1.64%	0.81%
Max Financial Services Limited Insurance	0.65%	1.33%	0.65%
MEESHO LTD Retailing	0.64%	2.09%	0.64%
Persistent Systems Limited IT - Software	0.63%	0.71%	0.63%
LTIMindtree Limited IT - Software	0.62%	1.16%	0.62%
Shriram Finance Ltd Finance	0.62%	2.24%	0.62%
Tata Motors Limited Agricultural Commercial & Construction Vehicles	0.58%	0.63%	0.58%
Ambuja Cements Limited Cement & Cement Products	0.55%	1.41%	0.55%
Sumitomo Chemical India Limited Fertilizers & Agrochemicals	0.43%	1.15%	0.43%
Jindal Steel & Power Limited Ferrous Metals	0.42%	1.08%	0.42%
Cyient Limited IT - Services	0.39%	0.72%	0.39%
TIMKEN INDIA LTD Industrial Products	0.37%	0.95%	0.37%
United Breweries Limited Beverages	0.34%	1.09%	0.34%
Trent Limited Retailing	0.33%	0.81%	0.33%
Vedanta Limited Diversified Metals	0.33%	1.26%	0.33%
Cello World Ltd Consumer Durables	0.30%	0.59%	0.30%
Adani Ports and Special Economic Zone Limited Transport Infrastructure	0.26%	0.66%	0.26%
Devyani International Limited Leisure Services	0.23%	0.59%	0.23%
Cyient DLM Ltd Aerospace & Defense	0.31%	0.22%	0.22%
Gokaldas Exports Ltd Textiles & Apparels	0.17%	0.78%	0.17%
IndusInd Bank Limited Banks	0.13%	1.21%	0.13%

Unique to ADITYA BIRLA SUN LIFE EQUITY H

All top holdings are shared with the other fund.

Unique to BSLBBYW

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

17.2% (6)

IT - Software

4.9% (4)

Petroleum Products

4.0% (1)

Telecom - Services

2.7% (1)

Construction

2.4% (1)

Retailing

2.1% (3)

Automobiles

1.9% (1)

Finance

1.8% (2)

Non - Ferrous Metals

1.3% (1)

Personal Products

1.1% (1)

Insurance

0.7% (1)

Agricultural Commercial & Construction Vehicles

0.6% (1)

Cement & Cement Products

0.6% (1)

Fertilizers & Agrochemicals

0.4% (1)

Ferrous Metals

0.4% (1)

IT - Services

0.4% (1)

Industrial Products

0.4% (1)

Beverages

0.3% (1)

Diversified Metals

0.3% (1)

Consumer Durables

0.3% (1)

Transport Infrastructure

0.3% (1)

Leisure Services

0.2% (1)

Aerospace & Defense

0.2% (1)

Textiles & Apparels

0.2% (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 BSLBBYW

vs ADITYA BIRLA SUN LIFE ELSS TAX48.0% · 24 stocks
vs Nippon India Flexi Cap47.2% · 30 stocks
vs Mirae Asset Large Cap44.2% · 25 stocks
vs ADITYA BIRLA SUN LIFE LARGE CA43.5% · 23 stocks
vs SBI BSE 100 ETF43.2% · 31 stocks

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