ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Invesco India ESG Integration Strategy Fund
ABSL vs Invesco· Portfolio Overlap Analysis
46.9%High Overlap
19 common stocksRank #13433 / 20,000
Investor takeaway: At 46.9% 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 (19)
| Stock | Wt% in ADITYA BIRLA SUN LIFE ESG INTE | Wt% in Invesco India ESG Integration | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.61% | 6.33% | 6.33% |
HDFC Bank Limited Banks | 5.05% | 7.68% | 5.05% |
Bharti Airtel Limited Telecom - Services | 4.29% | 4.77% | 4.29% |
Axis Bank Limited Banks | 3.84% | 3.89% | 3.84% |
Infosys Limited IT - Software | 3.75% | 4.90% | 3.75% |
Kotak Mahindra Bank Limited Banks | 3.85% | 3.26% | 3.26% |
Bajaj Finance Limited Finance | 2.47% | 5.49% | 2.47% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.00% | 4.12% | 2.00% |
Eternal Limited Retailing | 1.87% | 2.65% | 1.87% |
Shriram Finance Ltd Finance | 2.22% | 1.85% | 1.85% |
Mahindra & Mahindra Limited Automobiles | 2.35% | 1.78% | 1.78% |
LTIMindtree Limited IT - Software | 1.73% | 3.13% | 1.73% |
TVS Motor Company Limited Automobiles | 2.94% | 1.57% | 1.57% |
Samvardhana Motherson International Limited Auto Components | 1.84% | 1.50% | 1.50% |
Titan Company Limited Consumer Durables | 1.46% | 3.63% | 1.46% |
RBL Bank Limited Banks | 1.22% | 1.61% | 1.22% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.17% | 2.48% | 1.17% |
Coforge Limited IT - Software | 0.90% | 1.42% | 0.90% |
Tech Mahindra Limited IT - Software | 0.82% | 2.51% | 0.82% |
Unique to ADITYA BIRLA SUN LIFE ESG INTE
- State Bank of India3.47%
Unique to Invesco India ESG Integration
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks19.7% (5)
IT - Software7.2% (4)
Finance4.3% (2)
Telecom - Services4.3% (1)
Automobiles3.4% (2)
Healthcare Services2.0% (1)
Retailing1.9% (1)
Auto Components1.5% (1)
Consumer Durables1.5% (1)
Pharmaceuticals & Biotechnology1.2% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.