ADITYA BIRLA SUN LIFE EQUITY HYBRID '95 FUND vs EDELWEISS FLEXI-CAP FUND
ABSL vs Edelweiss· Portfolio Overlap Analysis
44.8%High Overlap
31 common stocksRank #16367 / 20,000
Investor takeaway: At 44.8% 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 (31)
| Stock | Wt% in ADITYA BIRLA SUN LIFE EQUITY H | Wt% in EDELWEISS FLEXI-CAP | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 5.73% | 6.07% | 5.73% |
ICICI Bank Limited Banks | 6.55% | 4.84% | 4.84% |
Reliance Industries Limited Petroleum Products | 3.98% | 3.46% | 3.46% |
State Bank of India Banks | 2.82% | 3.48% | 2.82% |
Larsen & Toubro Limited Construction | 2.41% | 3.23% | 2.41% |
Bharti Airtel Limited Telecom - Services | 2.99% | 2.20% | 2.20% |
Infosys Limited IT - Software | 2.81% | 2.16% | 2.16% |
Bajaj Finance Limited Finance | 1.88% | 1.97% | 1.88% |
Mahindra & Mahindra Limited Automobiles | 2.23% | 1.84% | 1.84% |
Kotak Mahindra Bank Limited Banks | 1.84% | 1.52% | 1.52% |
UltraTech Cement Limited Cement & Cement Products | 1.24% | 2.12% | 1.24% |
Bharat Electronics Limited Aerospace & Defense | 1.22% | 1.15% | 1.15% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.80% | 1.02% | 1.02% |
Tata Consumer Products Limited Agricultural Food & other Products | 1.02% | 1.10% | 1.02% |
Titan Company Limited Consumer Durables | 1.01% | 1.71% | 1.01% |
Hindalco Industries Limited Non - Ferrous Metals | 1.30% | 0.91% | 0.91% |
Axis Bank Limited Banks | 2.79% | 0.87% | 0.87% |
Maruti Suzuki India Limited Automobiles | 0.82% | 0.92% | 0.82% |
NTPC Limited Power | 0.78% | 3.40% | 0.78% |
Eternal Limited Retailing | 1.12% | 0.77% | 0.77% |
Cholamandalam Investment and Finance Company Limited Finance | 0.90% | 0.74% | 0.74% |
Minda Industries Ltd Auto Components | 0.78% | 0.70% | 0.70% |
Coforge Limited IT - Software | 0.77% | 0.69% | 0.69% |
Persistent Systems Limited IT - Software | 0.63% | 0.68% | 0.63% |
Shriram Finance Ltd Finance | 0.62% | 1.75% | 0.62% |
SRF Limited Chemicals & Petrochemicals | 0.59% | 0.88% | 0.59% |
Tata Motors Limited Agricultural Commercial & Construction Vehicles | 0.58% | 0.65% | 0.58% |
Tech Mahindra Limited IT - Software | 0.81% | 0.56% | 0.56% |
LTIMindtree Limited IT - Software | 0.62% | 0.55% | 0.55% |
Bharat Forge Limited Auto Components | 0.58% | 0.44% | 0.44% |
HCL Technologies Limited IT - Software | 0.29% | 0.69% | 0.29% |
Unique to ADITYA BIRLA SUN LIFE EQUITY H
All top holdings are shared with the other fund.
Unique to EDELWEISS FLEXI-CAP
- Tata Steel Ltd.2.62%
Sector Overlap Breakdown
Banks15.8% (5)
IT - Software4.9% (6)
Petroleum Products3.5% (1)
Finance3.2% (3)
Automobiles2.7% (2)
Construction2.4% (1)
Telecom - Services2.2% (1)
Cement & Cement Products1.2% (1)
Aerospace & Defense1.1% (1)
Auto Components1.1% (2)
Pharmaceuticals & Biotechnology1.0% (1)
Agricultural Food & other Products1.0% (1)
Consumer Durables1.0% (1)
Non - Ferrous Metals0.9% (1)
Power0.8% (1)
Retailing0.8% (1)
Chemicals & Petrochemicals0.6% (1)
Agricultural Commercial & Construction Vehicles0.6% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.