ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs PGIM INDIA LARGE CAP FUND
ABSL vs PGIM· Portfolio Overlap Analysis
47.4%High Overlap
23 common stocksRank #12706 / 20,000
Investor takeaway: At 47.4% 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 (23)
| Stock | Wt% in ADITYA BIRLA SUN LIFE ESG INTE | Wt% in PGIM INDIA LARGE CAP | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.61% | 7.94% | 7.94% |
HDFC Bank Limited Banks | 5.05% | 8.93% | 5.05% |
Bharti Airtel Limited Telecom - Services | 4.29% | 4.72% | 4.29% |
Kotak Mahindra Bank Limited Banks | 3.85% | 2.94% | 2.94% |
State Bank of India Banks | 3.47% | 2.91% | 2.91% |
Bajaj Finance Limited Finance | 2.47% | 2.94% | 2.47% |
Tata Consultancy Services Limited IT - Software | 2.23% | 2.56% | 2.23% |
TVS Motor Company Limited Automobiles | 2.94% | 2.13% | 2.13% |
Eternal Limited Retailing | 1.87% | 2.26% | 1.87% |
Infosys Limited IT - Software | 3.75% | 1.68% | 1.68% |
Mahindra & Mahindra Limited Automobiles | 2.35% | 1.67% | 1.67% |
Varun Beverages Limited Beverages | 1.52% | 2.11% | 1.52% |
Titan Company Limited Consumer Durables | 1.46% | 2.30% | 1.46% |
Britannia Industries Limited Food Products | 1.22% | 1.28% | 1.22% |
Mankind Pharma Ltd Pharmaceuticals & Biotechnology | 1.14% | 1.35% | 1.14% |
Samvardhana Motherson International Limited Auto Components | 1.84% | 1.08% | 1.08% |
ICICI Prudential Mutual Fund Capital Markets | 1.94% | 1.07% | 1.07% |
ICICI Lombard General Insurance Company Limited Insurance | 2.10% | 1.03% | 1.03% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.18% | 0.91% | 0.91% |
Tech Mahindra Limited IT - Software | 0.82% | 1.21% | 0.82% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.17% | 0.80% | 0.80% |
Hindalco Industries Limited Non - Ferrous Metals | 2.34% | 0.65% | 0.65% |
Shriram Finance Ltd Finance | 2.22% | 0.56% | 0.56% |
Unique to ADITYA BIRLA SUN LIFE ESG INTE
- Axis Bank Limited3.84%
Unique to PGIM INDIA LARGE CAP
- Reliance Industries Ltd.6.64%
- Larsen & Toubro Ltd.4.44%
Sector Overlap Breakdown
Banks18.8% (4)
IT - Software4.7% (3)
Telecom - Services4.3% (1)
Automobiles3.8% (2)
Finance3.0% (2)
Pharmaceuticals & Biotechnology2.9% (3)
Retailing1.9% (1)
Beverages1.5% (1)
Consumer Durables1.5% (1)
Food Products1.2% (1)
Auto Components1.1% (1)
Capital Markets1.1% (1)
Insurance1.0% (1)
Non - Ferrous Metals0.7% (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 PGIM INDIA LARGE CAP
- vs CANARA ROBECO LARGE CAP69.5% · 37 stocks
- vs Axis Large Cap65.5% · 35 stocks
- vs PGIM INDIA FLEXI CAP64.9% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In63.1% · 28 stocks
- vs HDFC NIFTY 50 ETF63.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.