ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Axis Large Cap Fund
ABSL vs Axis· Portfolio Overlap Analysis
51.5%High Overlap
27 common stocksRank #8684 / 20,000
Investor takeaway: At 51.5% 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 (27)
| Stock | Wt% in ADITYA BIRLA SUN LIFE ESG INTE | Wt% in Axis Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.61% | 8.73% | 8.61% |
HDFC Bank Limited Banks | 5.05% | 8.30% | 5.05% |
Bharti Airtel Limited Telecom - Services | 4.29% | 4.41% | 4.29% |
Infosys Limited IT - Software | 3.75% | 4.04% | 3.75% |
Kotak Mahindra Bank Limited Banks | 3.85% | 3.61% | 3.61% |
State Bank of India Banks | 3.47% | 4.22% | 3.47% |
Bajaj Finance Limited Finance | 2.47% | 3.91% | 2.47% |
Mahindra & Mahindra Limited Automobiles | 2.35% | 3.57% | 2.35% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.00% | 2.51% | 2.00% |
Eternal Limited Retailing | 1.87% | 1.96% | 1.87% |
Shriram Finance Ltd Finance | 2.22% | 1.69% | 1.69% |
Titan Company Limited Consumer Durables | 1.46% | 1.94% | 1.46% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.18% | 1.38% | 1.18% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.17% | 1.29% | 1.17% |
Samvardhana Motherson International Limited Auto Components | 1.84% | 1.08% | 1.08% |
TVS Motor Company Limited Automobiles | 2.94% | 0.99% | 0.99% |
Tata Consultancy Services Limited IT - Software | 2.23% | 0.83% | 0.83% |
Tata Consumer Products Limited Agricultural Food & other Products | 1.39% | 0.82% | 0.82% |
Tech Mahindra Limited IT - Software | 0.82% | 0.95% | 0.82% |
Axis Bank Limited Banks | 3.84% | 0.80% | 0.80% |
ICICI Prudential Mutual Fund Capital Markets | 1.94% | 0.68% | 0.68% |
Britannia Industries Limited Food Products | 1.22% | 0.50% | 0.50% |
Avenue Supermarts Limited Retailing | 1.39% | 0.45% | 0.45% |
Hindustan Unilever Limited Diversified FMCG | 2.11% | 0.44% | 0.44% |
Varun Beverages Limited Beverages | 1.52% | 0.40% | 0.40% |
InterGlobe Aviation Limited Transport Services | 0.39% | 1.77% | 0.39% |
SBI Life Insurance Company Limited Insurance | 1.03% | 0.32% | 0.32% |
Unique to ADITYA BIRLA SUN LIFE ESG INTE
All top holdings are shared with the other fund.
Unique to Axis Large Cap
- Reliance Industries Limited6.06%
- Larsen & Toubro Limited5.24%
Sector Overlap Breakdown
Banks21.5% (5)
IT - Software5.4% (3)
Telecom - Services4.3% (1)
Finance4.2% (2)
Automobiles3.3% (2)
Pharmaceuticals & Biotechnology2.4% (2)
Retailing2.3% (2)
Healthcare Services2.0% (1)
Consumer Durables1.5% (1)
Auto Components1.1% (1)
Agricultural Food & other Products0.8% (1)
Capital Markets0.7% (1)
Food Products0.5% (1)
Diversified FMCG0.4% (1)
Beverages0.4% (1)
Transport Services0.4% (1)
Insurance0.3% (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 Axis Large Cap
- vs CANARA ROBECO LARGE CAP73.0% · 39 stocks
- vs PGIM INDIA LARGE CAP65.5% · 35 stocks
- vs HDFC NIFTY 50 ETF65.1% · 29 stocks
- vs HDFC Nifty 50 Index65.1% · 29 stocks
- vs ICICI Prudential Nifty 50 ETF65.1% · 29 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.