ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Kotak Large Cap Fund
ABSL vs Kotak· Portfolio Overlap Analysis
47.7%High Overlap
24 common stocksRank #12496 / 20,000
Investor takeaway: At 47.7% 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)
| Stock | Wt% in ADITYA BIRLA SUN LIFE ESG INTE | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.61% | 7.36% | 7.36% |
HDFC Bank Limited Banks | 5.05% | 7.01% | 5.05% |
Bharti Airtel Limited Telecom - Services | 4.29% | 3.78% | 3.78% |
State Bank of India Banks | 3.47% | 4.83% | 3.47% |
Axis Bank Limited Banks | 3.84% | 3.35% | 3.35% |
Infosys Limited IT - Software | 3.75% | 3.32% | 3.32% |
Bajaj Finance Limited Finance | 2.47% | 3.14% | 2.47% |
Mahindra & Mahindra Limited Automobiles | 2.35% | 2.90% | 2.35% |
Shriram Finance Ltd Finance | 2.22% | 1.98% | 1.98% |
Tata Consultancy Services Limited IT - Software | 2.23% | 1.68% | 1.68% |
Kotak Mahindra Bank Limited Banks | 3.85% | 1.55% | 1.55% |
Eternal Limited Retailing | 1.87% | 1.38% | 1.38% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.18% | 2.59% | 1.18% |
Godrej Consumer Products Limited Personal Products | 1.03% | 1.21% | 1.03% |
Hindalco Industries Limited Non - Ferrous Metals | 2.34% | 1.02% | 1.02% |
Hindustan Unilever Limited Diversified FMCG | 2.11% | 0.97% | 0.97% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.00% | 0.93% | 0.93% |
Samvardhana Motherson International Limited Auto Components | 1.84% | 0.91% | 0.91% |
Tech Mahindra Limited IT - Software | 0.82% | 1.04% | 0.82% |
Britannia Industries Limited Food Products | 1.22% | 0.77% | 0.77% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.17% | 0.76% | 0.76% |
Schaeffler India Limited Auto Components | 1.07% | 0.64% | 0.64% |
Hero MotoCorp Limited Automobiles | 2.09% | 0.56% | 0.56% |
InterGlobe Aviation Limited Transport Services | 0.39% | 1.83% | 0.39% |
Unique to ADITYA BIRLA SUN LIFE ESG INTE
- TVS Motor Company Limited2.94%
Unique to Kotak Large Cap
- RELIANCE INDUSTRIES LTD.6.39%
- Larsen and Toubro Ltd.4.22%
Sector Overlap Breakdown
Banks20.8% (5)
IT - Software5.8% (3)
Finance4.5% (2)
Telecom - Services3.8% (1)
Automobiles2.9% (2)
Pharmaceuticals & Biotechnology1.9% (2)
Auto Components1.6% (2)
Retailing1.4% (1)
Personal Products1.0% (1)
Non - Ferrous Metals1.0% (1)
Diversified FMCG1.0% (1)
Healthcare Services0.9% (1)
Food Products0.8% (1)
Transport Services0.4% (1)
More comparisons for ADITYA BIRLA SUN LIFE ESG INTE
- vs ADITYA BIRLA SUN LIFE LARGE CA54.0% · 34 stocks
- vs CANARA ROBECO LARGE CAP52.5% · 29 stocks
- vs HDFC NIFTY 50 ETF51.8% · 23 stocks
- vs HDFC Nifty 50 Index51.8% · 23 stocks
- vs ICICI Prudential Nifty 50 ETF51.8% · 23 stocks
More comparisons for Kotak Large Cap
- vs CANARA ROBECO LARGE CAP67.7% · 31 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY 5067.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 Index67.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 ETF67.1% · 28 stocks
- vs Baroda BNP Paribas Nifty 50 In67.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.