ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs BSLBBYW

ABSL vs ABSL· Portfolio Overlap Analysis

42.5%High Overlap
21 common stocksRank #19694 / 20,000

Investor takeaway: At 42.5% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (21)

StockWt% in ADITYA BIRLA SUN LIFE ESG INTEWt% in BSLBBYWOverlap
ICICI Bank Limited
Banks
8.61%6.20%6.20%
HDFC Bank Limited
Banks
5.05%4.61%4.61%
Axis Bank Limited
Banks
3.84%3.24%3.24%
Infosys Limited
IT - Software
3.75%3.10%3.10%
Bharti Airtel Limited
Telecom - Services
4.29%2.72%2.72%
State Bank of India
Banks
3.47%2.41%2.41%
Hindalco Industries Limited
Non - Ferrous Metals
2.34%2.32%2.32%
Shriram Finance Ltd
Finance
2.22%2.24%2.22%
AU Small Finance Bank Limited
Banks
2.10%2.14%2.10%
Mahindra & Mahindra Limited
Automobiles
2.35%1.89%1.89%
Eternal Limited
Retailing
1.87%1.65%1.65%
Varun Beverages Limited
Beverages
1.52%1.48%1.48%
Samvardhana Motherson International Limited
Auto Components
1.84%1.34%1.34%
Bajaj Finance Limited
Finance
2.47%1.19%1.19%
LTIMindtree Limited
IT - Software
1.73%1.16%1.16%
IndusInd Bank Limited
Banks
1.13%1.21%1.13%
Kotak Mahindra Bank Limited
Banks
3.85%1.08%1.08%
Godrej Consumer Products Limited
Personal Products
1.03%1.32%1.03%
Tech Mahindra Limited
IT - Software
0.82%1.64%0.82%
Mas Financial Services Limited
Finance
0.75%1.14%0.75%
MEESHO LTD
Retailing
0.01%2.09%0.01%

Unique to ADITYA BIRLA SUN LIFE ESG INTE

  • TVS Motor Company Limited2.94%

Unique to BSLBBYW

  • Reliance Industries Limited3.99%
  • Larsen & Toubro Limited2.59%

Sector Overlap Breakdown

Banks
20.8% (7)
IT - Software
5.1% (3)
Finance
4.2% (3)
Telecom - Services
2.7% (1)
Non - Ferrous Metals
2.3% (1)
Automobiles
1.9% (1)
Retailing
1.7% (2)
Beverages
1.5% (1)
Auto Components
1.3% (1)
Personal Products
1.0% (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.