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

ABSL vs ABSL· Portfolio Overlap Analysis

54.0%High Overlap
34 common stocksRank #7286 / 20,000

Investor takeaway: At 54.0% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (34)

StockWt% in ADITYA BIRLA SUN LIFE ESG INTEWt% in ADITYA BIRLA SUN LIFE LARGE CAOverlap
ICICI Bank Limited
Banks
8.61%7.49%7.49%
HDFC Bank Limited
Banks
5.05%7.25%5.05%
Axis Bank Limited
Banks
3.84%4.24%3.84%
Kotak Mahindra Bank Limited
Banks
3.85%3.76%3.76%
Infosys Limited
IT - Software
3.75%4.32%3.75%
Bharti Airtel Limited
Telecom - Services
4.29%3.52%3.52%
State Bank of India
Banks
3.47%4.06%3.47%
Mahindra & Mahindra Limited
Automobiles
2.35%3.42%2.35%
Eternal Limited
Retailing
1.87%1.83%1.83%
Hindalco Industries Limited
Non - Ferrous Metals
2.34%1.55%1.55%
Bajaj Finance Limited
Finance
2.47%1.50%1.50%
Titan Company Limited
Consumer Durables
1.46%1.48%1.46%
HCL Technologies Limited
IT - Software
1.31%1.47%1.31%
Apollo Hospitals Enterprise Limited
Healthcare Services
2.00%1.21%1.21%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.18%1.76%1.18%
SBI Life Insurance Company Limited
Insurance
1.03%1.87%1.03%
Godrej Consumer Products Limited
Personal Products
1.03%1.52%1.03%
Avenue Supermarts Limited
Retailing
1.39%0.98%0.98%
Hindustan Unilever Limited
Diversified FMCG
2.11%0.84%0.84%
Tech Mahindra Limited
IT - Software
0.82%0.96%0.82%
PNB Housing Finance Limited
Finance
0.81%0.83%0.81%
Shriram Finance Ltd
Finance
2.22%0.72%0.72%
Samvardhana Motherson International Limited
Auto Components
1.84%0.66%0.66%
Tata Consultancy Services Limited
IT - Software
2.23%0.65%0.65%
Britannia Industries Limited
Food Products
1.22%0.61%0.61%
Cipla Limited
Pharmaceuticals & Biotechnology
0.61%0.90%0.61%
ICICI Lombard General Insurance Company Limited
Insurance
2.10%0.60%0.60%
TVS Motor Company Limited
Automobiles
2.94%0.45%0.45%
Whirlpool of India Limited
Consumer Durables
0.37%0.48%0.37%
Varun Beverages Limited
Beverages
1.52%0.30%0.30%
Sona BLW Precision Forgings Limited
Auto Components
2.00%0.18%0.18%
Kwality Wall's India Ltd
Food Products
0.02%0.01%0.01%
MEESHO LTD
Retailing
0.01%0.67%0.01%
TVS Motor Company Limited (Preference Share)
Automobiles
0.03%0.00%0.00%

Unique to ADITYA BIRLA SUN LIFE ESG INTE

All top holdings are shared with the other fund.

Unique to ADITYA BIRLA SUN LIFE LARGE CA

  • Reliance Industries Limited4.77%
  • Larsen & Toubro Limited3.98%

Sector Overlap Breakdown

Banks
23.6% (5)
IT - Software
6.5% (4)
Telecom - Services
3.5% (1)
Finance
3.0% (3)
Retailing
2.8% (3)
Automobiles
2.8% (3)
Consumer Durables
1.8% (2)
Pharmaceuticals & Biotechnology
1.8% (2)
Insurance
1.6% (2)
Non - Ferrous Metals
1.6% (1)
Healthcare Services
1.2% (1)
Personal Products
1.0% (1)
Diversified FMCG
0.8% (1)
Auto Components
0.8% (2)
Food Products
0.6% (2)
Beverages
0.3% (1)

More comparisons for ADITYA BIRLA SUN LIFE ESG INTE

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