ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Kotak ESG Exclusionary Strategy Fund
ABSL vs Kotak· Portfolio Overlap Analysis
47.3%High Overlap
23 common stocksRank #12908 / 20,000
Investor takeaway: At 47.3% 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 (23)
| Stock | Wt% in ADITYA BIRLA SUN LIFE ESG INTE | Wt% in Kotak ESG Exclusionary Strateg | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.61% | 5.11% | 5.11% |
HDFC Bank Limited Banks | 5.05% | 7.24% | 5.05% |
Bharti Airtel Limited Telecom - Services | 4.29% | 7.10% | 4.29% |
Axis Bank Limited Banks | 3.84% | 4.10% | 3.84% |
State Bank of India Banks | 3.47% | 4.01% | 3.47% |
Infosys Limited IT - Software | 3.75% | 3.21% | 3.21% |
Bajaj Finance Limited Finance | 2.47% | 4.06% | 2.47% |
Shriram Finance Ltd Finance | 2.22% | 3.60% | 2.22% |
Tata Consultancy Services Limited IT - Software | 2.23% | 2.15% | 2.15% |
Hero MotoCorp Limited Automobiles | 2.09% | 3.17% | 2.09% |
Eternal Limited Retailing | 1.87% | 4.26% | 1.87% |
Kotak Mahindra Bank Limited Banks | 3.85% | 1.28% | 1.28% |
Avenue Supermarts Limited Retailing | 1.39% | 1.28% | 1.28% |
Britannia Industries Limited Food Products | 1.22% | 1.63% | 1.22% |
HCL Technologies Limited IT - Software | 1.31% | 1.20% | 1.20% |
Hindustan Unilever Limited Diversified FMCG | 2.11% | 1.16% | 1.16% |
Indus Towers Limited Telecom - Services | 1.54% | 1.12% | 1.12% |
Godrej Consumer Products Limited Personal Products | 1.03% | 1.67% | 1.03% |
Mahindra & Mahindra Limited Automobiles | 2.35% | 0.92% | 0.92% |
Tech Mahindra Limited IT - Software | 0.82% | 3.02% | 0.82% |
Cipla Limited Pharmaceuticals & Biotechnology | 0.61% | 0.73% | 0.61% |
V-Mart Retail Limited Retailing | 1.55% | 0.49% | 0.49% |
JK Cement Limited Cement & Cement Products | 1.82% | 0.42% | 0.42% |
Unique to ADITYA BIRLA SUN LIFE ESG INTE
- TVS Motor Company Limited2.94%
Unique to Kotak ESG Exclusionary Strateg
- Larsen and Toubro Ltd.4.28%
- Ultratech Cement Ltd.3.76%
Sector Overlap Breakdown
Banks18.8% (5)
IT - Software7.4% (4)
Telecom - Services5.4% (2)
Finance4.7% (2)
Retailing3.6% (3)
Automobiles3.0% (2)
Food Products1.2% (1)
Diversified FMCG1.2% (1)
Personal Products1.0% (1)
Pharmaceuticals & Biotechnology0.6% (1)
Cement & Cement Products0.4% (1)
More comparisons for ADITYA BIRLA SUN LIFE ESG INTE
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- vs CANARA ROBECO LARGE CAP52.5% · 29 stocks
- vs HDFC NIFTY 50 ETF51.8% · 23 stocks
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- vs ICICI Prudential Nifty 50 ETF51.8% · 23 stocks
More comparisons for Kotak ESG Exclusionary Strateg
- vs Kotak Large Cap55.3% · 27 stocks
- vs Kotak ELSS Tax Saver55.2% · 25 stocks
- vs Kotak Flexicap55.1% · 29 stocks
- vs Kotak Focused52.0% · 17 stocks
- vs Kotak Large & Midcap50.8% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.