ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs SBI ESG Exclusionary Strategy Fund
ABSL vs SBI· Portfolio Overlap Analysis
43.3%High Overlap
15 common stocksRank #18431 / 20,000
Investor takeaway: At 43.3% 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 (15)
| Stock | Wt% in ADITYA BIRLA SUN LIFE ESG INTE | Wt% in SBI ESG Exclusionary Strategy | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.61% | 8.46% | 8.46% |
HDFC Bank Limited Banks | 5.05% | 8.66% | 5.05% |
Kotak Mahindra Bank Limited Banks | 3.85% | 3.88% | 3.85% |
Axis Bank Limited Banks | 3.84% | 5.17% | 3.84% |
Infosys Limited IT - Software | 3.75% | 4.96% | 3.75% |
State Bank of India Banks | 3.47% | 5.61% | 3.47% |
TVS Motor Company Limited Automobiles | 2.94% | 2.72% | 2.72% |
Bajaj Finance Limited Finance | 2.47% | 3.78% | 2.47% |
Hindalco Industries Limited Non - Ferrous Metals | 2.34% | 2.81% | 2.34% |
LTIMindtree Limited IT - Software | 1.73% | 2.18% | 1.73% |
Sona BLW Precision Forgings Limited Auto Components | 2.00% | 1.35% | 1.35% |
Britannia Industries Limited Food Products | 1.22% | 1.47% | 1.22% |
Voltas Limited Consumer Durables | 1.32% | 1.19% | 1.19% |
Schaeffler India Limited Auto Components | 1.07% | 1.46% | 1.07% |
Page Industries Limited Textiles & Apparels | 0.81% | 1.30% | 0.81% |
Unique to ADITYA BIRLA SUN LIFE ESG INTE
- Bharti Airtel Limited4.29%
- Mahindra & Mahindra Limited2.35%
Unique to SBI ESG Exclusionary Strategy
- Larsen & Toubro Ltd.5.06%
- Maruti Suzuki India Ltd.4.14%
- Ultratech Cement Ltd.3.74%
Sector Overlap Breakdown
Banks24.7% (5)
IT - Software5.5% (2)
Automobiles2.7% (1)
Finance2.5% (1)
Auto Components2.4% (2)
Non - Ferrous Metals2.3% (1)
Food Products1.2% (1)
Consumer Durables1.2% (1)
Textiles & Apparels0.8% (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 SBI ESG Exclusionary Strategy
- vs SBI RETIREMENT BENEFIT FUND - 72.3% · 35 stocks
- vs SBI RETIREMENT BENEFIT FUND - 60.5% · 35 stocks
- vs SBI Dividend Yield52.3% · 21 stocks
- vs SBI Large Cap50.4% · 18 stocks
- vs Axis Large Cap49.9% · 17 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.