ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs ADITYA BIRLA SUN LIFE FOCUSED FUND

ABSL vs ABSL· Portfolio Overlap Analysis

44.4%High Overlap
19 common stocksRank #17049 / 20,000

Investor takeaway: At 44.4% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (19)

StockWt% in ADITYA BIRLA SUN LIFE ESG INTEWt% in ADITYA BIRLA SUN LIFE FOCUSEDOverlap
ICICI Bank Limited
Banks
8.61%6.03%6.03%
Axis Bank Limited
Banks
3.84%4.11%3.84%
Bharti Airtel Limited
Telecom - Services
4.29%3.78%3.78%
Infosys Limited
IT - Software
3.75%5.54%3.75%
HDFC Bank Limited
Banks
5.05%3.64%3.64%
State Bank of India
Banks
3.47%4.29%3.47%
Mahindra & Mahindra Limited
Automobiles
2.35%2.50%2.35%
Hindalco Industries Limited
Non - Ferrous Metals
2.34%3.43%2.34%
Shriram Finance Ltd
Finance
2.22%3.97%2.22%
Bajaj Finance Limited
Finance
2.47%2.17%2.17%
AU Small Finance Bank Limited
Banks
2.10%2.77%2.10%
Eternal Limited
Retailing
1.87%2.89%1.87%
Voltas Limited
Consumer Durables
1.32%2.73%1.32%
Tata Consumer Products Limited
Agricultural Food & other Products
1.39%1.20%1.20%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.18%2.85%1.18%
SBI Life Insurance Company Limited
Insurance
1.03%3.66%1.03%
Coforge Limited
IT - Software
0.90%2.89%0.90%
Tech Mahindra Limited
IT - Software
0.82%3.34%0.82%
Whirlpool of India Limited
Consumer Durables
0.37%1.36%0.37%

Unique to ADITYA BIRLA SUN LIFE ESG INTE

  • Kotak Mahindra Bank Limited3.85%
  • TVS Motor Company Limited2.94%

Unique to ADITYA BIRLA SUN LIFE FOCUSED

  • Reliance Industries Limited6.10%
  • Larsen & Toubro Limited4.66%

Sector Overlap Breakdown

Banks
19.1% (5)
IT - Software
5.5% (3)
Finance
4.4% (2)
Telecom - Services
3.8% (1)
Automobiles
2.4% (1)
Non - Ferrous Metals
2.3% (1)
Retailing
1.9% (1)
Consumer Durables
1.7% (2)
Agricultural Food & other Products
1.2% (1)
Pharmaceuticals & Biotechnology
1.2% (1)
Insurance
1.0% (1)

More comparisons for ADITYA BIRLA SUN LIFE ESG INTE

More comparisons for ADITYA BIRLA SUN LIFE FOCUSED

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