ADITYA BIRLA SUN LIFE EQUITY HYBRID '95 FUND vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
ABSL vs Nippon· Portfolio Overlap Analysis
45.8%High Overlap
29 common stocksRank #14891 / 20,000
Investor takeaway: At 45.8% 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 (29)
| Stock | Wt% in ADITYA BIRLA SUN LIFE EQUITY H | Wt% in NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 6.55% | 7.59% | 6.55% |
HDFC Bank Limited Banks | 5.73% | 7.08% | 5.73% |
Reliance Industries Limited Petroleum Products | 3.98% | 4.56% | 3.98% |
State Bank of India Banks | 2.82% | 3.99% | 2.82% |
Infosys Limited IT - Software | 2.81% | 2.86% | 2.81% |
Axis Bank Limited Banks | 2.79% | 3.20% | 2.79% |
Bharti Airtel Limited Telecom - Services | 2.99% | 2.69% | 2.69% |
Larsen & Toubro Limited Construction | 2.41% | 3.62% | 2.41% |
Mahindra & Mahindra Limited Automobiles | 2.23% | 2.54% | 2.23% |
Bajaj Finance Limited Finance | 1.88% | 2.86% | 1.88% |
UltraTech Cement Limited Cement & Cement Products | 1.24% | 1.62% | 1.24% |
Eternal Limited Retailing | 1.12% | 1.34% | 1.12% |
United Spirits Limited Beverages | 1.06% | 1.21% | 1.06% |
Titan Company Limited Consumer Durables | 1.01% | 1.38% | 1.01% |
Cholamandalam Investment and Finance Company Limited Finance | 0.90% | 0.96% | 0.90% |
Tech Mahindra Limited IT - Software | 0.81% | 1.84% | 0.81% |
NTPC Limited Power | 0.78% | 2.93% | 0.78% |
Apollo Hospitals Enterprise Limited Healthcare Services | 0.70% | 0.87% | 0.70% |
Gland Pharma Limited Pharmaceuticals & Biotechnology | 0.77% | 0.64% | 0.64% |
Shriram Finance Ltd Finance | 0.62% | 0.78% | 0.62% |
SRF Limited Chemicals & Petrochemicals | 0.59% | 0.61% | 0.59% |
Hindalco Industries Limited Non - Ferrous Metals | 1.30% | 0.44% | 0.44% |
Swiggy Ltd Retailing | 0.42% | 0.50% | 0.42% |
Coforge Limited IT - Software | 0.77% | 0.34% | 0.34% |
United Breweries Limited Beverages | 0.34% | 0.65% | 0.34% |
Vedanta Limited Diversified Metals | 0.33% | 1.57% | 0.33% |
Cyient DLM Ltd Aerospace & Defense | 0.31% | 0.33% | 0.31% |
Max Financial Services Limited Insurance | 0.65% | 0.20% | 0.20% |
Cyient Limited IT - Services | 0.39% | 0.05% | 0.05% |
Unique to ADITYA BIRLA SUN LIFE EQUITY H
All top holdings are shared with the other fund.
Unique to NIPPON INDIA RETIREMENT FUND -
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.9% (4)
Petroleum Products4.0% (1)
IT - Software4.0% (3)
Finance3.4% (3)
Telecom - Services2.7% (1)
Construction2.4% (1)
Automobiles2.2% (1)
Retailing1.5% (2)
Beverages1.4% (2)
Cement & Cement Products1.2% (1)
Consumer Durables1.0% (1)
Power0.8% (1)
Healthcare Services0.7% (1)
Pharmaceuticals & Biotechnology0.6% (1)
Chemicals & Petrochemicals0.6% (1)
Non - Ferrous Metals0.4% (1)
Diversified Metals0.3% (1)
Aerospace & Defense0.3% (1)
Insurance0.2% (1)
IT - Services0.1% (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 RETIREMENT FUND -
- vs CANARA ROBECO LARGE CAP62.5% · 35 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA59.5% · 36 stocks
- vs CANARA ROBECO FLEXICAP58.5% · 36 stocks
- vs Kotak Large Cap57.6% · 25 stocks
- vs Nippon India Flexi Cap57.1% · 37 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.