ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs ICICI Prudential ESG Exclusionary Strategy Fund

ABSL vs ICICI· Portfolio Overlap Analysis

42.4%High Overlap
22 common stocksRank #19795 / 20,000

Investor takeaway: At 42.4% 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 (22)

StockWt% in ADITYA BIRLA SUN LIFE ESG INTEWt% in ICICI Prudential ESG ExclusionOverlap
ICICI Bank Limited
Banks
8.61%7.12%7.12%
HDFC Bank Limited
Banks
5.05%6.53%5.05%
Bharti Airtel Limited
Telecom - Services
4.29%3.96%3.96%
Axis Bank Limited
Banks
3.84%4.94%3.84%
TVS Motor Company Limited
Automobiles
2.94%5.79%2.94%
Infosys Limited
IT - Software
3.75%2.85%2.85%
State Bank of India
Banks
3.47%1.78%1.78%
Eternal Limited
Retailing
1.87%1.58%1.58%
Avenue Supermarts Limited
Retailing
1.39%2.80%1.39%
Tata Consultancy Services Limited
IT - Software
2.23%1.34%1.34%
HCL Technologies Limited
IT - Software
1.31%1.81%1.31%
Britannia Industries Limited
Food Products
1.22%1.43%1.22%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.18%7.31%1.18%
ICICI Lombard General Insurance Company Limited
Insurance
2.10%1.13%1.13%
Hindustan Unilever Limited
Diversified FMCG
2.11%1.04%1.04%
SBI Life Insurance Company Limited
Insurance
1.03%2.70%1.03%
Tech Mahindra Limited
IT - Software
0.82%0.80%0.80%
Kotak Mahindra Bank Limited
Banks
3.85%0.70%0.70%
Schaeffler India Limited
Auto Components
1.07%0.69%0.69%
IndusInd Bank Limited
Banks
1.13%0.66%0.66%
LTIMindtree Limited
IT - Software
1.73%0.39%0.39%
InterGlobe Aviation Limited
Transport Services
0.39%1.61%0.39%

Unique to ADITYA BIRLA SUN LIFE ESG INTE

  • Bajaj Finance Limited2.47%
  • Mahindra & Mahindra Limited2.35%

Unique to ICICI Prudential ESG Exclusion

  • Maruti Suzuki India Ltd.4.29%
  • Reliance Industries Ltd.2.86%

Sector Overlap Breakdown

Banks
19.1% (6)
IT - Software
6.7% (5)
Telecom - Services
4.0% (1)
Retailing
3.0% (2)
Automobiles
2.9% (1)
Insurance
2.2% (2)
Food Products
1.2% (1)
Pharmaceuticals & Biotechnology
1.2% (1)
Diversified FMCG
1.0% (1)
Auto Components
0.7% (1)
Transport Services
0.4% (1)

More comparisons for ADITYA BIRLA SUN LIFE ESG INTE

More comparisons for ICICI Prudential ESG Exclusion

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