ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs ADITYA BIRLA SUN LIFE FLEXI CAP FUND

ABSL vs ABSL· Portfolio Overlap Analysis

44.8%High Overlap
25 common stocksRank #16518 / 20,000

Investor takeaway: At 44.8% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (25)

StockWt% in ADITYA BIRLA SUN LIFE ESG INTEWt% in ADITYA BIRLA SUN LIFE FLEXI CAOverlap
ICICI Bank Limited
Banks
8.61%6.48%6.48%
HDFC Bank Limited
Banks
5.05%3.89%3.89%
Kotak Mahindra Bank Limited
Banks
3.85%3.80%3.80%
Infosys Limited
IT - Software
3.75%3.18%3.18%
State Bank of India
Banks
3.47%3.00%3.00%
Hindalco Industries Limited
Non - Ferrous Metals
2.34%2.06%2.06%
Bharti Airtel Limited
Telecom - Services
4.29%2.04%2.04%
Axis Bank Limited
Banks
3.84%1.92%1.92%
Mahindra & Mahindra Limited
Automobiles
2.35%1.80%1.80%
ICICI Lombard General Insurance Company Limited
Insurance
2.10%1.51%1.51%
Sona BLW Precision Forgings Limited
Auto Components
2.00%1.48%1.48%
Apollo Hospitals Enterprise Limited
Healthcare Services
2.00%1.40%1.40%
Tata Consumer Products Limited
Agricultural Food & other Products
1.39%1.53%1.39%
HCL Technologies Limited
IT - Software
1.31%2.26%1.31%
Mankind Pharma Ltd
Pharmaceuticals & Biotechnology
1.14%1.22%1.14%
Avenue Supermarts Limited
Retailing
1.39%1.10%1.10%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.18%1.10%1.10%
AU Small Finance Bank Limited
Banks
2.10%1.05%1.05%
SBI Life Insurance Company Limited
Insurance
1.03%1.85%1.03%
Godrej Consumer Products Limited
Personal Products
1.03%2.05%1.03%
Eternal Limited
Retailing
1.87%0.98%0.98%
Shriram Finance Ltd
Finance
2.22%0.86%0.86%
Tech Mahindra Limited
IT - Software
0.82%1.52%0.82%
Whirlpool of India Limited
Consumer Durables
0.37%0.53%0.37%
MEESHO LTD
Retailing
0.01%0.97%0.01%

Unique to ADITYA BIRLA SUN LIFE ESG INTE

  • TVS Motor Company Limited2.94%
  • Bajaj Finance Limited2.47%

Unique to ADITYA BIRLA SUN LIFE FLEXI CA

  • Reliance Industries Limited3.16%
  • Bharat Forge Limited2.14%

Sector Overlap Breakdown

Banks
20.1% (6)
IT - Software
5.3% (3)
Insurance
2.5% (2)
Pharmaceuticals & Biotechnology
2.2% (2)
Retailing
2.1% (3)
Non - Ferrous Metals
2.1% (1)
Telecom - Services
2.0% (1)
Automobiles
1.8% (1)
Auto Components
1.5% (1)
Healthcare Services
1.4% (1)
Agricultural Food & other Products
1.4% (1)
Personal Products
1.0% (1)
Finance
0.9% (1)
Consumer Durables
0.4% (1)

More comparisons for ADITYA BIRLA SUN LIFE ESG INTE

More comparisons for ADITYA BIRLA SUN LIFE FLEXI CA

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