ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs DSP Large & Mid Cap Fund

ABSL vs DSP· Portfolio Overlap Analysis

44.9%High Overlap
24 common stocksRank #16290 / 20,000

Investor takeaway: At 44.9% 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 (24)

StockWt% in ADITYA BIRLA SUN LIFE ESG INTEWt% in DSP Large & Mid CapOverlap
ICICI Bank Limited
Banks
8.61%6.64%6.64%
HDFC Bank Limited
Banks
5.05%6.57%5.05%
Axis Bank Limited
Banks
3.84%4.73%3.84%
State Bank of India
Banks
3.47%2.89%2.89%
Infosys Limited
IT - Software
3.75%2.65%2.65%
Kotak Mahindra Bank Limited
Banks
3.85%2.23%2.23%
Tata Consultancy Services Limited
IT - Software
2.23%2.14%2.14%
Bharti Airtel Limited
Telecom - Services
4.29%2.02%2.02%
Samvardhana Motherson International Limited
Auto Components
1.84%2.12%1.84%
Shriram Finance Ltd
Finance
2.22%1.82%1.82%
Mahindra & Mahindra Limited
Automobiles
2.35%1.81%1.81%
ICICI Lombard General Insurance Company Limited
Insurance
2.10%1.59%1.59%
AU Small Finance Bank Limited
Banks
2.10%1.46%1.46%
Indus Towers Limited
Telecom - Services
1.54%1.46%1.46%
Eternal Limited
Retailing
1.87%1.24%1.24%
Schaeffler India Limited
Auto Components
1.07%1.33%1.07%
SBI Life Insurance Company Limited
Insurance
1.03%0.97%0.97%
Coforge Limited
IT - Software
0.90%1.48%0.90%
Hindustan Unilever Limited
Diversified FMCG
2.11%0.78%0.78%
Lupin Limited
Pharmaceuticals & Biotechnology
0.78%1.35%0.78%
Cipla Limited
Pharmaceuticals & Biotechnology
0.61%1.12%0.61%
Dalmia Bharat Limited
Cement & Cement Products
0.67%0.57%0.57%
Sona BLW Precision Forgings Limited
Auto Components
2.00%0.30%0.30%
JK Cement Limited
Cement & Cement Products
1.82%0.22%0.22%

Unique to ADITYA BIRLA SUN LIFE ESG INTE

  • TVS Motor Company Limited2.94%
  • Bajaj Finance Limited2.47%

Unique to DSP Large & Mid Cap

  • Max Financial Services Limited1.98%

Sector Overlap Breakdown

Banks
22.1% (6)
IT - Software
5.7% (3)
Telecom - Services
3.5% (2)
Auto Components
3.2% (3)
Insurance
2.6% (2)
Finance
1.8% (1)
Automobiles
1.8% (1)
Pharmaceuticals & Biotechnology
1.4% (2)
Retailing
1.2% (1)
Cement & Cement Products
0.8% (2)
Diversified FMCG
0.8% (1)

More comparisons for ADITYA BIRLA SUN LIFE ESG INTE

More comparisons for DSP Large & Mid Cap

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