ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs TATA LARGE CAP FUND
ABSL vs Tata· Portfolio Overlap Analysis
50.2%High Overlap
21 common stocksRank #10078 / 20,000
Investor takeaway: At 50.2% 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 (21)
| Stock | Wt% in ADITYA BIRLA SUN LIFE ESG INTE | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.61% | 9.12% | 8.61% |
HDFC Bank Limited Banks | 5.05% | 8.20% | 5.05% |
Axis Bank Limited Banks | 3.84% | 4.08% | 3.84% |
Kotak Mahindra Bank Limited Banks | 3.85% | 3.72% | 3.72% |
Infosys Limited IT - Software | 3.75% | 3.54% | 3.54% |
State Bank of India Banks | 3.47% | 3.54% | 3.47% |
Bajaj Finance Limited Finance | 2.47% | 3.04% | 2.47% |
Mahindra & Mahindra Limited Automobiles | 2.35% | 2.89% | 2.35% |
Tata Consultancy Services Limited IT - Software | 2.23% | 2.86% | 2.23% |
Bharti Airtel Limited Telecom - Services | 4.29% | 2.19% | 2.19% |
Hindustan Unilever Limited Diversified FMCG | 2.11% | 2.64% | 2.11% |
Samvardhana Motherson International Limited Auto Components | 1.84% | 2.32% | 1.84% |
ICICI Prudential Mutual Fund Capital Markets | 1.94% | 1.83% | 1.83% |
Indus Towers Limited Telecom - Services | 1.54% | 1.23% | 1.23% |
IndusInd Bank Limited Banks | 1.13% | 1.72% | 1.13% |
Britannia Industries Limited Food Products | 1.22% | 1.07% | 1.07% |
Hindalco Industries Limited Non - Ferrous Metals | 2.34% | 1.00% | 1.00% |
Hero MotoCorp Limited Automobiles | 2.09% | 0.92% | 0.92% |
Tech Mahindra Limited IT - Software | 0.82% | 1.85% | 0.82% |
InterGlobe Aviation Limited Transport Services | 0.39% | 1.56% | 0.39% |
Whirlpool of India Limited Consumer Durables | 0.37% | 1.11% | 0.37% |
Unique to ADITYA BIRLA SUN LIFE ESG INTE
- TVS Motor Company Limited2.94%
Unique to TATA LARGE CAP
- RELIANCE INDUSTRIES LTD.5.26%
- LARSEN & TOUBRO LTD.3.58%
Sector Overlap Breakdown
Banks25.8% (6)
IT - Software6.6% (3)
Telecom - Services3.4% (2)
Automobiles3.3% (2)
Finance2.5% (1)
Diversified FMCG2.1% (1)
Auto Components1.8% (1)
Capital Markets1.8% (1)
Food Products1.1% (1)
Non - Ferrous Metals1.0% (1)
Transport Services0.4% (1)
Consumer Durables0.4% (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 TATA LARGE CAP
- vs ADITYA BIRLA SUN LIFE BSE SENS61.5% · 19 stocks
- vs HDFC BSE SENSEX ETF61.5% · 19 stocks
- vs HDFC BSE Sensex Index61.5% · 19 stocks
- vs ICICI Prudential BSE Sensex ET61.5% · 19 stocks
- vs Kotak BSE Sensex ETF61.5% · 19 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.