ADITYA BIRLA SUN LIFE EQUITY HYBRID '95 FUND vs LIC MF LARGE CAP FUND

ABSL vs LIC· Portfolio Overlap Analysis

44.9%High Overlap
24 common stocksRank #16172 / 20,000

Investor takeaway: At 44.9% 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 (24)

StockWt% in ADITYA BIRLA SUN LIFE EQUITY HWt% in LIC MF LARGE CAPOverlap
ICICI Bank Limited
Banks
6.55%8.03%6.55%
HDFC Bank Limited
Banks
5.73%9.31%5.73%
Reliance Industries Limited
Petroleum Products
3.98%6.45%3.98%
Bharti Airtel Limited
Telecom - Services
2.99%4.06%2.99%
State Bank of India
Banks
2.82%3.32%2.82%
Axis Bank Limited
Banks
2.79%2.79%2.79%
Infosys Limited
IT - Software
2.81%2.73%2.73%
Larsen & Toubro Limited
Construction
2.41%5.64%2.41%
Mahindra & Mahindra Limited
Automobiles
2.23%2.16%2.16%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.80%2.08%1.80%
Kotak Mahindra Bank Limited
Banks
1.84%1.54%1.54%
UltraTech Cement Limited
Cement & Cement Products
1.24%1.48%1.24%
Bharat Electronics Limited
Aerospace & Defense
1.22%1.75%1.22%
Eternal Limited
Retailing
1.12%1.34%1.12%
Titan Company Limited
Consumer Durables
1.01%2.01%1.01%
ITC Limited
Diversified FMCG
0.93%2.57%0.93%
Maruti Suzuki India Limited
Automobiles
0.82%1.24%0.82%
Apollo Hospitals Enterprise Limited
Healthcare Services
0.70%1.62%0.70%
Shriram Finance Ltd
Finance
0.62%0.92%0.62%
Tata Motors Limited
Agricultural Commercial & Construction Vehicles
0.58%0.65%0.58%
United Spirits Limited
Beverages
1.06%0.55%0.55%
Trent Limited
Retailing
0.33%1.33%0.33%
Jubilant Foodworks Limited
Leisure Services
0.20%0.75%0.20%
Cholamandalam Investment and Finance Company Limited
Finance
0.90%0.12%0.12%

Unique to ADITYA BIRLA SUN LIFE EQUITY H

  • Bajaj Finance Limited1.88%

Unique to LIC MF LARGE CAP

  • Hindustan Unilever Ltd.2.55%

Sector Overlap Breakdown

Banks
19.4% (5)
Petroleum Products
4.0% (1)
Telecom - Services
3.0% (1)
Automobiles
3.0% (2)
IT - Software
2.7% (1)
Construction
2.4% (1)
Pharmaceuticals & Biotechnology
1.8% (1)
Retailing
1.4% (2)
Cement & Cement Products
1.2% (1)
Aerospace & Defense
1.2% (1)
Consumer Durables
1.0% (1)
Diversified FMCG
0.9% (1)
Finance
0.7% (2)
Healthcare Services
0.7% (1)
Agricultural Commercial & Construction Vehicles
0.6% (1)
Beverages
0.6% (1)
Leisure Services
0.2% (1)

More comparisons for ADITYA BIRLA SUN LIFE EQUITY H

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