ADITYA BIRLA SUN LIFE EQUITY HYBRID '95 FUND vs Kotak Large Cap Fund
ABSL vs Kotak· Portfolio Overlap Analysis
50.7%High Overlap
28 common stocksRank #9364 / 20,000
Investor takeaway: At 50.7% 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 (28)
| Stock | Wt% in ADITYA BIRLA SUN LIFE EQUITY H | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 6.55% | 7.36% | 6.55% |
HDFC Bank Limited Banks | 5.73% | 7.01% | 5.73% |
Reliance Industries Limited Petroleum Products | 3.98% | 6.39% | 3.98% |
Bharti Airtel Limited Telecom - Services | 2.99% | 3.78% | 2.99% |
State Bank of India Banks | 2.82% | 4.83% | 2.82% |
Infosys Limited IT - Software | 2.81% | 3.32% | 2.81% |
Axis Bank Limited Banks | 2.79% | 3.35% | 2.79% |
Larsen & Toubro Limited Construction | 2.41% | 4.22% | 2.41% |
Mahindra & Mahindra Limited Automobiles | 2.23% | 2.90% | 2.23% |
Bajaj Finance Limited Finance | 1.88% | 3.14% | 1.88% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.80% | 2.59% | 1.80% |
Kotak Mahindra Bank Limited Banks | 1.84% | 1.55% | 1.55% |
UltraTech Cement Limited Cement & Cement Products | 1.24% | 2.22% | 1.24% |
Bharat Electronics Limited Aerospace & Defense | 1.22% | 1.38% | 1.22% |
Eternal Limited Retailing | 1.12% | 1.38% | 1.12% |
United Spirits Limited Beverages | 1.06% | 1.15% | 1.06% |
Godrej Consumer Products Limited Personal Products | 1.05% | 1.21% | 1.05% |
Hindalco Industries Limited Non - Ferrous Metals | 1.30% | 1.02% | 1.02% |
ITC Limited Diversified FMCG | 0.93% | 2.05% | 0.93% |
Maruti Suzuki India Limited Automobiles | 0.82% | 2.41% | 0.82% |
Tech Mahindra Limited IT - Software | 0.81% | 1.04% | 0.81% |
NTPC Limited Power | 0.78% | 2.89% | 0.78% |
Apollo Hospitals Enterprise Limited Healthcare Services | 0.70% | 0.93% | 0.70% |
Shriram Finance Ltd Finance | 0.62% | 1.98% | 0.62% |
Bharat Forge Limited Auto Components | 0.58% | 0.89% | 0.58% |
Persistent Systems Limited IT - Software | 0.63% | 0.55% | 0.55% |
Swiggy Ltd Retailing | 0.42% | 0.38% | 0.38% |
ANTHEM BIOSCIENCES LIMITED Pharmaceuticals & Biotechnology | 0.29% | 0.42% | 0.29% |
Unique to ADITYA BIRLA SUN LIFE EQUITY H
All top holdings are shared with the other fund.
Unique to Kotak Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks19.4% (5)
IT - Software4.2% (3)
Petroleum Products4.0% (1)
Automobiles3.0% (2)
Telecom - Services3.0% (1)
Finance2.5% (2)
Construction2.4% (1)
Pharmaceuticals & Biotechnology2.1% (2)
Retailing1.5% (2)
Cement & Cement Products1.2% (1)
Aerospace & Defense1.2% (1)
Beverages1.1% (1)
Personal Products1.1% (1)
Non - Ferrous Metals1.0% (1)
Diversified FMCG0.9% (1)
Power0.8% (1)
Healthcare Services0.7% (1)
Auto Components0.6% (1)
More comparisons for ADITYA BIRLA SUN LIFE EQUITY H
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More comparisons for Kotak Large Cap
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- vs Baroda BNP Paribas Nifty 50 In67.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.