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

ABSL vs Edelweiss· Portfolio Overlap Analysis

48.6%High Overlap
33 common stocksRank #11501 / 20,000

Investor takeaway: At 48.6% 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 (33)

StockWt% in ADITYA BIRLA SUN LIFE ESG INTEWt% in EDELWEISS LARGE CAPOverlap
ICICI Bank Limited
Banks
8.61%6.63%6.63%
HDFC Bank Limited
Banks
5.05%7.59%5.05%
Bharti Airtel Limited
Telecom - Services
4.29%3.61%3.61%
State Bank of India
Banks
3.47%3.98%3.47%
Infosys Limited
IT - Software
3.75%2.78%2.78%
Axis Bank Limited
Banks
3.84%2.53%2.53%
Bajaj Finance Limited
Finance
2.47%3.30%2.47%
Mahindra & Mahindra Limited
Automobiles
2.35%3.22%2.35%
Apollo Hospitals Enterprise Limited
Healthcare Services
2.00%1.81%1.81%
Titan Company Limited
Consumer Durables
1.46%2.09%1.46%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.18%1.18%1.18%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
1.17%1.19%1.17%
Tata Consultancy Services Limited
IT - Software
2.23%1.11%1.11%
Schaeffler India Limited
Auto Components
1.07%1.03%1.03%
TVS Motor Company Limited
Automobiles
2.94%0.90%0.90%
Hindustan Unilever Limited
Diversified FMCG
2.11%0.90%0.90%
Indus Towers Limited
Telecom - Services
1.54%0.83%0.83%
Tech Mahindra Limited
IT - Software
0.82%1.04%0.82%
Lupin Limited
Pharmaceuticals & Biotechnology
0.78%1.08%0.78%
SBI Life Insurance Company Limited
Insurance
1.03%0.76%0.76%
Hindalco Industries Limited
Non - Ferrous Metals
2.34%0.75%0.75%
Eternal Limited
Retailing
1.87%0.71%0.71%
Godrej Consumer Products Limited
Personal Products
1.03%0.71%0.71%
Tata Consumer Products Limited
Agricultural Food & other Products
1.39%0.70%0.70%
Britannia Industries Limited
Food Products
1.22%0.68%0.68%
Samvardhana Motherson International Limited
Auto Components
1.84%0.62%0.62%
ICICI Prudential Mutual Fund
Capital Markets
1.94%0.57%0.57%
Kotak Mahindra Bank Limited
Banks
3.85%0.49%0.49%
AU Small Finance Bank Limited
Banks
2.10%0.48%0.48%
Avenue Supermarts Limited
Retailing
1.39%0.47%0.47%
HCL Technologies Limited
IT - Software
1.31%0.42%0.42%
InterGlobe Aviation Limited
Transport Services
0.39%0.83%0.39%
Kwality Wall's India Ltd
Food Products
0.02%0.01%0.01%

Unique to ADITYA BIRLA SUN LIFE ESG INTE

All top holdings are shared with the other fund.

Unique to EDELWEISS LARGE CAP

  • Reliance Industries Ltd.5.51%
  • Larsen & Toubro Ltd.4.35%

Sector Overlap Breakdown

Banks
18.6% (6)
IT - Software
5.1% (4)
Telecom - Services
4.4% (2)
Automobiles
3.3% (2)
Pharmaceuticals & Biotechnology
3.1% (3)
Finance
2.5% (1)
Healthcare Services
1.8% (1)
Auto Components
1.6% (2)
Consumer Durables
1.5% (1)
Retailing
1.2% (2)
Diversified FMCG
0.9% (1)
Insurance
0.8% (1)
Non - Ferrous Metals
0.8% (1)
Personal Products
0.7% (1)
Agricultural Food & other Products
0.7% (1)
Food Products
0.7% (2)
Capital Markets
0.6% (1)
Transport Services
0.4% (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.