ADITYA BIRLA SUN LIFE EQUITY HYBRID '95 FUND vs Nippon India Flexi Cap Fund

ABSL vs Nippon· Portfolio Overlap Analysis

46.6%High Overlap

36 common stocksRank #13831 / 20,000

Investor takeaway: At 46.6% 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 (36)

Stock	Wt% in ADITYA BIRLA SUN LIFE EQUITY H	Wt% in Nippon India Flexi Cap	Overlap
HDFC Bank Limited Banks	5.73%	6.34%	5.73%
ICICI Bank Limited Banks	6.55%	5.29%	5.29%
Reliance Industries Limited Petroleum Products	3.98%	3.68%	3.68%
Infosys Limited IT - Software	2.81%	3.06%	2.81%
Axis Bank Limited Banks	2.79%	4.37%	2.79%
Larsen & Toubro Limited Construction	2.41%	2.97%	2.41%
Mahindra & Mahindra Limited Automobiles	2.23%	2.56%	2.23%
State Bank of India Banks	2.82%	2.08%	2.08%
Bharti Airtel Limited Telecom - Services	2.99%	2.02%	2.02%
Bajaj Finance Limited Finance	1.88%	2.75%	1.88%
Kotak Mahindra Bank Limited Banks	1.84%	1.17%	1.17%
UltraTech Cement Limited Cement & Cement Products	1.24%	1.16%	1.16%
Eternal Limited Retailing	1.12%	1.21%	1.12%
Godrej Consumer Products Limited Personal Products	1.05%	1.06%	1.05%
ITC Limited Diversified FMCG	0.93%	1.23%	0.93%
Maruti Suzuki India Limited Automobiles	0.82%	2.26%	0.82%
Tech Mahindra Limited IT - Software	0.81%	1.00%	0.81%
Avenue Supermarts Limited Retailing	0.79%	1.15%	0.79%
NTPC Limited Power	0.78%	1.87%	0.78%
LTIMindtree Limited IT - Software	0.62%	0.79%	0.62%
Coforge Limited IT - Software	0.77%	0.60%	0.60%
Tata Motors Limited Agricultural Commercial & Construction Vehicles	0.58%	1.27%	0.58%
Cholamandalam Investment and Finance Company Limited Finance	0.90%	0.55%	0.55%
Siemens Limited Electrical Equipment	0.59%	0.55%	0.55%
Apollo Hospitals Enterprise Limited Healthcare Services	0.70%	0.50%	0.50%
The Federal Bank Limited Banks	0.80%	0.47%	0.47%
Voltas Limited Consumer Durables	0.43%	0.73%	0.43%
Swiggy Ltd Retailing	0.42%	1.38%	0.42%
Jindal Steel & Power Limited Ferrous Metals	0.42%	1.48%	0.42%
Tube Investments of India Limited Auto Components	0.34%	0.89%	0.34%
Trent Limited Retailing	0.33%	0.80%	0.33%
Vedanta Limited Diversified Metals	0.33%	2.23%	0.33%
Cyient Limited IT - Services	0.39%	0.31%	0.31%
Whirlpool of India Limited Consumer Durables	0.24%	0.66%	0.24%
Devyani International Limited Leisure Services	0.23%	0.82%	0.23%
IndusInd Bank Limited Banks	0.13%	0.62%	0.13%

Unique to ADITYA BIRLA SUN LIFE EQUITY H

All top holdings are shared with the other fund.

Unique to Nippon India Flexi Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

17.7% (7)

IT - Software

4.8% (4)

Petroleum Products

3.7% (1)

Automobiles

3.0% (2)

Retailing

2.7% (4)

Finance

2.4% (2)

Construction

2.4% (1)

Telecom - Services

2.0% (1)

Cement & Cement Products

1.2% (1)

Personal Products

1.1% (1)

Diversified FMCG

0.9% (1)

Power

0.8% (1)

Consumer Durables

0.7% (2)

Agricultural Commercial & Construction Vehicles

0.6% (1)

Electrical Equipment

0.6% (1)

Healthcare Services

0.5% (1)

Ferrous Metals

0.4% (1)

Auto Components

0.3% (1)

Diversified Metals

0.3% (1)

IT - Services

0.3% (1)

Leisure Services

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 Nippon India Flexi Cap

vs NIPPON INDIA LARGE CAP59.8% · 39 stocks
vs NIPPON INDIA RETIREMENT FUND -57.1% · 37 stocks
vs CANARA ROBECO FLEXICAP54.0% · 35 stocks
vs CANARA ROBECO LARGE CAP53.5% · 31 stocks
vs Mirae Asset Large Cap53.4% · 38 stocks

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