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)
| Stock | Wt% in ADITYA BIRLA SUN LIFE ESG INTE | Wt% in ADITYA BIRLA SUN LIFE FLEXI CA | Overlap |
|---|---|---|---|
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
Banks20.1% (6)
IT - Software5.3% (3)
Insurance2.5% (2)
Pharmaceuticals & Biotechnology2.2% (2)
Retailing2.1% (3)
Non - Ferrous Metals2.1% (1)
Telecom - Services2.0% (1)
Automobiles1.8% (1)
Auto Components1.5% (1)
Healthcare Services1.4% (1)
Agricultural Food & other Products1.4% (1)
Personal Products1.0% (1)
Finance0.9% (1)
Consumer Durables0.4% (1)
More comparisons for ADITYA BIRLA SUN LIFE ESG INTE
- vs ADITYA BIRLA SUN LIFE LARGE CA54.0% · 34 stocks
- vs CANARA ROBECO LARGE CAP52.5% · 29 stocks
- vs HDFC NIFTY 50 ETF51.8% · 23 stocks
- vs HDFC Nifty 50 Index51.8% · 23 stocks
- vs ICICI Prudential Nifty 50 ETF51.8% · 23 stocks
More comparisons for ADITYA BIRLA SUN LIFE FLEXI CA
- vs ADITYA BIRLA SUN LIFE BUSINESS62.9% · 40 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA54.4% · 38 stocks
- vs ADITYA BIRLA SUN LIFE EQUITY H49.0% · 42 stocks
- vs ADITYA BIRLA SUN LIFE BALANCED47.1% · 43 stocks
- vs ADITYA BIRLA SUN LIFE ELSS TAX46.9% · 29 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.